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Clearstead Trust’s Chefs' Warehouse CHEF Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-32
Closed -$1.87K – 1108
2025
Q3 		$1.87K Hold
32
– – ﹤0.01% 1018
2025
Q2 		$2.04K Buy
+32
New +$1.9K ﹤0.01% 947

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearstead Trust's CHEF Position: Q4 2025 in Review

Clearstead Trust sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 32 shares — an estimated $1.87K sold.

Clearstead Trust first reported a position in CHEF in Q2 2025 and held it in 2 quarters. The position peaked at $2.04K in Q2 2025. 244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

  • Clearstead Trust reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 32 Chefs' Warehouse shares in Q4 2025, an estimated $1.87K.
  • Clearstead Trust first reported a position in Chefs' Warehouse in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Chefs' Warehouse position peaked at $2.04K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.