Clearstead Advisors’s Chefs' Warehouse CHEF Stock Holding History

Clearstead Advisors’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 Q3	$13.2K	Buy	+118	New	+$12.6K	﹤0.01%	1891

Other funds holding CHEF

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Clearstead Advisors's CHEF Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Chefs' Warehouse (CHEF) in Q3 2026: 118 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings.

170 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

Clearstead Advisors held 118 shares of Chefs' Warehouse worth $13.2K as of Q3 2026.
Chefs' Warehouse was a new Clearstead Advisors position in Q3 2026.
Chefs' Warehouse made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1891 holding.
170 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.