Position in CHE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$541,655
New position
Shares Held
1,163
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $4,791,293 across 7 Medical Care Facilities names. CHE ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
6,446 | $2,513,230 | |
| 2 | CHE |
Chemed Corp
This page
|
1,163 | $541,655 | |
| 3 | DVA |
Davita Inc.
|
2,420 | $538,401 | |
| 4 | THC |
Tenet Healthcare Corp
|
2,211 | $413,633 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,095 | $335,828 | |
| 6 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 | |
| 7 | EHC |
Encompass Health Corp
|
2,131 | $215,401 |
All Filings in CHE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,655 | 1,163 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||