Position in CHE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$227,021
+$8,385 QoQ
Shares Held
601
+17.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Focus Partners Advisor Solutions, LLC holds $3,329,633 across 6 Medical Care Facilities names. CHE ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
7,115 | $1,342,671 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,486 | $703,234 | |
| 3 | UHS |
Universal Health Services Inc
|
2,174 | $389,080 | |
| 4 | SNDA |
Sonida Senior Living, Inc.
|
12,014 | $387,451 | |
| 5 | DVA |
Davita Inc.
|
1,823 | $280,176 | |
| 6 | CHE |
Chemed Corp
This page
|
601 | $227,021 |
All Filings in CHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,021 | 601 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $218,636 | 511 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $445,053 | 994 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||