Position in CHE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$108,192,327
+$22,426,845 QoQ
Shares Held
232,302
+2.3% QoQ
Ownership
1.78%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026MORGAN STANLEY holds $2,977,336,818 across 48 Medical Care Facilities names. CHE ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
2,586,771 | $1,008,556,137 | |
| 2 | DVA |
Davita Inc.
|
1,601,710 | $356,348,435 | |
| 3 | AGL |
agilon health, inc.
|
2,011,196 | $215,559,982 | |
| 4 | THC |
Tenet Healthcare Corp
|
831,612 | $155,577,966 | |
| 5 | ACHC |
Acadia Healthcare Company, Inc.
|
4,534,269 | $133,896,959 | |
| 6 | EHC |
Encompass Health Corp
|
1,146,873 | $115,925,917 | |
| 7 | UHS |
Universal Health Services Inc
|
749,754 | $111,480,915 | |
| 8 | CHE |
Chemed Corp
This page
|
232,302 | $108,192,327 |
All Filings in CHE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,192,327 | 232,302 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $85,765,482 | 227,049 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,744,279 | 258,833 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $156,378,113 | 349,261 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $168,485,075 | 346,015 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $193,022,801 | 313,695 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $163,238,792 | 308,114 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $252,718,695 | 420,518 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $235,389,101 | 433,833 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $266,938,235 | 415,837 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $241,395,320 | 412,818 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $212,015,765 | 407,958 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $218,668,919 | 403,694 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $196,927,808 | 366,207 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $184,913,469 | 362,270 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,511,973 | 131,739 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,980,258 | 125,653 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $19,586,259 | 38,666 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $23,777,701 | 44,945 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,873,148 | 34,127 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,534,039 | 55,920 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $32,653,195 | 71,013 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $34,644,680 | 65,047 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,541,153 | 30,272 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,868,190 | 35,179 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,252,014 | 42,133 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||