Avion Wealth’s Chefs' Warehouse CHEF Stock Holding History

Avion Wealth’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 Q1	$0	Hold	9	–	–	﹤0.01%	1286
2025 Q4	$0	Hold	9	–	–	﹤0.01%	1281
2025 Q3	$0	Hold	9	–	–	﹤0.01%	1247
2025 Q2	$0	Buy	+9	New	+$535	﹤0.01%	1227

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avion Wealth's CHEF Position: Q1 2026 in Review

Avion Wealth held its Chefs' Warehouse (CHEF) position steady in Q1 2026 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Avion Wealth first reported a position in CHEF in Q2 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

Avion Wealth held 9 shares of Chefs' Warehouse worth $0 as of Q1 2026.
Avion Wealth left its Chefs' Warehouse share count unchanged in Q1 2026.
Chefs' Warehouse made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1286 holding.
Avion Wealth first reported a position in Chefs' Warehouse in Q2 2025 and has held it in 4 quarters since.
249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.