Global Retirement Partners’s Chefs' Warehouse CHEF Stock Holding History

Global Retirement Partners’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	$31.3K	Buy	+502	New	+$30.2K	﹤0.01%	2643
2023 Q3	–	Sell	-9	Closed	-$322	–	3265
2023 Q2	$322	Hold	9	–	–	﹤0.01%	3034
2023 Q1	$307	Sell	9 -9	-50%	-$316	﹤0.01%	3031
2022 Q4	$599	Hold	18	–	–	﹤0.01%	2718
2022 Q3	$1K	Buy	18 +8	+80%	+$280	﹤0.01%	2407
2022 Q2	$0	Hold	10	–	–	﹤0.01%	2696
2022 Q1	$0	Buy	+10	New	+$314	﹤0.01%	2645

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's CHEF Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Chefs' Warehouse (CHEF) in Q4 2025: 502 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #2643 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CHEF as recently as Q2 2023.

Global Retirement Partners first reported a position in CHEF in Q1 2022 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

Global Retirement Partners held 502 shares of Chefs' Warehouse worth $31.3K as of Q4 2025.
Chefs' Warehouse was a new Global Retirement Partners position in Q4 2025.
Chefs' Warehouse made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2643 holding.
Global Retirement Partners first reported a position in Chefs' Warehouse in Q1 2022 and has held it in 7 quarters since.
244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.