Position in CHE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$546,313
+$341,369 QoQ
Shares Held
1,173
+144.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#291
of 527 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $8,470,856 across 9 Medical Care Facilities names. CHE ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
8,224 | $3,206,455 | |
| 2 | THC |
Tenet Healthcare Corp
|
6,213 | $1,162,328 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
35,749 | $905,522 | |
| 4 | EHC |
Encompass Health Corp
|
8,781 | $887,583 | |
| 5 | UHS |
Universal Health Services Inc
|
4,609 | $685,312 | |
| 6 | ADUS |
Addus HomeCare Corp
|
5,823 | $585,036 | |
| 7 | CHE |
Chemed Corp
This page
|
1,173 | $546,313 | |
| 8 | ACHC |
Acadia Healthcare Company, Inc.
|
8,897 | $262,728 |
All Filings in CHE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,313 | 1,173 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $204,944 | 479 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||