Position in CHE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$97,339
+$63,343 QoQ
Shares Held
209
+132.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
of 527 holders
Holding Since
Dec 2021
18 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, 2026UMB Bank, n.a. holds $2,054,012 across 20 Medical Care Facilities names. CHE ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,935 | $754,436 | |
| 2 | FMS |
Fresenius Medical Care AG
|
15,209 | $343,874 | |
| 3 | THC |
Tenet Healthcare Corp
|
1,083 | $202,607 | |
| 4 | ENSG |
Ensign Group, Inc
|
965 | $154,689 | |
| 5 | EHC |
Encompass Health Corp
|
1,284 | $129,786 | |
| 6 | CHE |
Chemed Corp
This page
|
209 | $97,339 | |
| 7 | UHS |
Universal Health Services Inc
|
445 | $66,166 | |
| 8 | NHC |
National Healthcare Corp
|
292 | $61,717 |
All Filings in CHE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,339 | 209 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,996 | 90 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $88,994 | 208 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $97,607 | 218 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $70,604 | 145 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $102,143 | 166 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $27,549 | 52 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,812 | 13 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,968 | 11 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,567 | 4 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $30,662 | 59 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $36,833 | 68 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $35,491 | 66 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $30,119 | 66 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $28,812 | 66 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $35,673 | 76 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $38,497 | 76 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $8,993 | 17 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||