HWM
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HB Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

HB Wealth Management’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 		$222K Buy
+2,310
New +$179K ﹤0.01% 1545

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HB Wealth Management's CHEF Position: Q2 2026 in Review

HB Wealth Management opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 2,310 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1545 among its holdings.

286 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • HB Wealth Management held 2,310 shares of Chefs' Warehouse worth $222K as of Q2 2026.
  • Chefs' Warehouse was a new HB Wealth Management position in Q2 2026.
  • Chefs' Warehouse made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1545 holding.
  • 286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.