EverSource Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History

EverSource Wealth 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 Q2	$17.2K	Buy	179 +32	+22%	+$2.48K	﹤0.01%	2552
2026 Q1	$8.74K	Buy	147 +64	+77%	+$4.09K	﹤0.01%	2987
2025 Q4	$5.17K	Sell	83 -337	-80%	-$20.3K	﹤0.01%	3106
2025 Q3	$24.5K	Buy	420 +77	+22%	+$4.91K	﹤0.01%	2216
2025 Q2	$21.9K	Buy	343 +263	+329%	+$15.6K	﹤0.01%	2224
2025 Q1	$4.36K	Buy	80 +29	+57%	+$1.62K	﹤0.01%	2566
2024 Q4	$2.52K	Buy	51 +13	+34%	+$566	﹤0.01%	2627
2024 Q3	$1.6K	Hold	38	–	–	﹤0.01%	2604
2024 Q2	$1.58K	Hold	38	–	–	﹤0.01%	2622
2024 Q1	$1.26K	Hold	38	–	–	﹤0.01%	2512
2023 Q4	$1.12K	Hold	38	–	–	﹤0.01%	2364
2023 Q3	$805	Sell	38 -142	-79%	-$4.34K	﹤0.01%	2301
2023 Q2	$6.44K	Hold	180	–	–	﹤0.01%	1625
2023 Q1	$6.13K	Hold	180	–	–	﹤0.01%	1566
2022 Q4	$5.99K	Sell	180 -52	-22%	-$1.81K	﹤0.01%	1532
2022 Q3	$7K	Buy	232 +27	+13%	+$944	﹤0.01%	1227
2022 Q2	$8K	Buy	205 +52	+34%	+$1.83K	﹤0.01%	1097
2022 Q1	$5K	Hold	153	–	–	﹤0.01%	1227
2021 Q4	$5K	Buy	+153	New	+$5.04K	﹤0.01%	1240

Other funds holding CHEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EverSource Wealth Advisors's CHEF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Chefs' Warehouse (CHEF) stake by 22% in Q2 2026, buying an estimated $2.48K and bringing the position to 179 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

EverSource Wealth Advisors first reported a position in CHEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.5K in Q3 2025. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

EverSource Wealth Advisors held 179 shares of Chefs' Warehouse worth $17.2K as of Q2 2026.
EverSource Wealth Advisors bought 32 Chefs' Warehouse shares in Q2 2026, an estimated $2.48K.
Chefs' Warehouse made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2552 holding.
EverSource Wealth Advisors first reported a position in Chefs' Warehouse in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Chefs' Warehouse position peaked at $24.5K in Q3 2025.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.