SEC 13F Intelligence

Cabot Wealth Management Inc / CHE

Cabot Wealth Management Inc’s Chemed Corp New Position

Does Cabot Wealth Management Inc own Chemed Corp New (CHE)? Yes — 26.7K shares worth $10M (+1.16% of its 13F portfolio) as of Q1 2026, up from 25.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
26.7K
% of Portfolio
+1.16%
Quarters Held
30
currently held

Position History CHE

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $12MQ3 ’24: $14MQ4 ’24: $12MQ4 ’24Q1 ’25: $15MQ2 ’25: $12MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.7K$10M+1.16%
Q4 202525.2K$11M+1.19%
Q3 202524.8K$11M+1.23%
Q2 202524.2K$12M+1.40%
Q1 202523.8K$15M+1.86%
Q4 202423.4K$12M+1.58%
Q3 202423.0K$14M+1.72%
Q2 202422.8K$12M+1.62%
Q1 202422.8K$15M+1.92%
Q4 202322.9K$13M+1.86%
Q3 202323.1K$12M+1.84%
Q2 202322.8K$12M+1.84%
Q1 202322.6K$12M+1.92%
Q4 202222.5K$12M+1.94%
Q3 202226.3K$11M+1.94%
Q2 202225.1K$12M+1.87%
Q1 202224.7K$12M+1.68%
Q4 202124.0K$13M+1.61%
Q3 202123.0K$11M+1.44%
Q2 202122.8K$11M+1.45%
Q1 202122.2K$10M+1.44%
Q4 202019.5K$10M+1.59%
Q3 202018.5K$9M+1.62%
Q2 202018.4K$8M+1.66%
Q1 202018.2K$8M+1.89%
Q4 201918.6K$8M+1.58%
Q3 201918.1K$8M+1.60%
Q2 201918.1K$7M+1.37%
Q1 201917.9K$6M+1.26%
Q4 201817.7K$5M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cabot Wealth Management Inc’s full portfolio or all institutional holders of CHE.