Position in CHE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$51,231
+$46,699 QoQ
Shares Held
110
+816.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 527 holders
Holding Since
Dec 2021
16 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 Jun 30, 2026Clearstead Advisors, LLC holds $1,504,340 across 33 Medical Care Facilities names. CHE ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,841 | $717,787 | |
| 2 | OPCH |
Option Care Health, Inc.
|
7,783 | $163,209 | |
| 3 | ASTH |
Astrana Health, Inc.
|
2,682 | $124,471 | |
| 4 | DVA |
Davita Inc.
|
505 | $112,352 | |
| 5 | MD |
Pediatrix Medical Group, Inc.
|
3,376 | $85,514 | |
| 6 | UHS |
Universal Health Services Inc
|
379 | $56,353 | |
| 7 | CHE |
Chemed Corp
This page
|
110 | $51,231 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
1,239 | $50,551 |
All Filings in CHE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,231 | 110 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,532 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $37,223 | 87 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $58,653 | 131 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $111,020 | 228 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $117,526 | 191 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $265,959 | 502 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $370,798 | 617 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $359,730 | 663 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $1,754 | 3 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,716 | 11 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,625 | 3 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,226 | 6 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $92,939 | 198 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $100,296 | 198 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $104,749 | 198 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||