Integrated Wealth Concepts’s Chefs' Warehouse CHEF Stock Holding History

Integrated Wealth Concepts’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	$3.84K	Buy	+40	New	+$3.1K	﹤0.01%	5097

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's CHEF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Chefs' Warehouse (CHEF) in Q2 2026: 40 shares worth $3.84K. The stake represents ﹤0.01% of the portfolio and ranks #5097 among its holdings.

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

Integrated Wealth Concepts held 40 shares of Chefs' Warehouse worth $3.84K as of Q2 2026.
Chefs' Warehouse was a new Integrated Wealth Concepts position in Q2 2026.
Chefs' Warehouse made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5097 holding.
286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.