AWM
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Abound Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Abound Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$193 Hold
2
– – ﹤0.01% 1121
2026
Q1 		$119 Hold
2
– – ﹤0.01% 1377
2025
Q4 		$125 Hold
2
– – ﹤0.01% 1343
2025
Q3 		$117 Hold
2
– – ﹤0.01% 1287
2025
Q2 		$128 Hold
2
– – ﹤0.01% 1188
2025
Q1 		$109 Sell
2
-3
-60% -$167 ﹤0.01% 1213
2024
Q4 		$247 Hold
5
– – ﹤0.01% 967
2024
Q3 		$211 Sell
5
-3
-38% -$121 ﹤0.01% 1130
2024
Q2 		$313 Hold
8
– – ﹤0.01% 971
2024
Q1 		$302 Hold
8
– – ﹤0.01% 1129
2023
Q4 		$236 Hold
8
– – ﹤0.01% 1248
2023
Q3 		$170 Hold
8
– – ﹤0.01% 1123
2023
Q2 		$287 Buy
+8
New +$265 ﹤0.01% 1066

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Abound Wealth Management's CHEF Position: Q2 2026 in Review

Abound Wealth Management held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 2 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Abound Wealth Management first reported a position in CHEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $313 in Q2 2024. 286 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Abound Wealth Management held 2 shares of Chefs' Warehouse worth $193 as of Q2 2026.
  • Abound Wealth Management left its Chefs' Warehouse share count unchanged in Q2 2026.
  • Chefs' Warehouse made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1121 holding.
  • Abound Wealth Management first reported a position in Chefs' Warehouse in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's Chefs' Warehouse position peaked at $313 in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.