Position in CHE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$8,688
-$10,565 QoQ
Shares Held
23
-48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Root Financial Partners, LLC holds $548,889 across 29 Medical Care Facilities names. CHE ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
441 | $208,698 | |
| 2 | THC |
Tenet Healthcare Corp
|
658 | $124,171 | |
| 3 | ENSG |
Ensign Group, Inc
|
248 | $49,972 | |
| 4 | UHS |
Universal Health Services Inc
|
218 | $39,015 | |
| 5 | EHC |
Encompass Health Corp
|
319 | $30,856 | |
| 6 | DVA |
Davita Inc.
|
187 | $28,740 | |
| 7 | OPCH |
Option Care Health, Inc.
|
522 | $14,052 | |
| 8 | CHE |
Chemed Corp
This page
|
23 | $8,688 |
All Filings in CHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,688 | 23 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,253 | 45 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,909 | 40 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||