MassMutual Private Wealth & Trust’s Chefs' Warehouse CHEF Stock Holding History

MassMutual Private Wealth & 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
2026 Q2	$6.73K	Sell	70 -9	-11%	-$697	﹤0.01%	1573
2026 Q1	$4.7K	Buy	79 +9	+13%	+$576	﹤0.01%	1703
2025 Q4	$4.36K	Hold	70	–	–	﹤0.01%	1735
2025 Q3	$4.08K	Hold	70	–	–	﹤0.01%	1750
2025 Q2	$4.47K	Sell	70 -14	-17%	-$831	﹤0.01%	1682
2025 Q1	$4.58K	Buy	84 +14	+20%	+$780	﹤0.01%	1640
2024 Q4	$3.45K	Hold	70	–	–	﹤0.01%	1665
2024 Q3	$2.94K	Hold	70	–	–	﹤0.01%	1550
2024 Q2	$2.74K	Sell	70 -25	-26%	-$924	﹤0.01%	1529
2024 Q1	$3.58K	Hold	95	–	–	﹤0.01%	1366
2023 Q4	$2.8K	Sell	95 -189	-67%	-$4.56K	﹤0.01%	1404
2023 Q3	$6.01K	Buy	284 +266	+1,478%	+$8.14K	﹤0.01%	1185
2023 Q2	$644	Hold	18	–	–	﹤0.01%	1735
2023 Q1	$613	Hold	18	–	–	﹤0.01%	1640
2022 Q4	$1K	Buy	+18	New	+$627	﹤0.01%	1418
2022 Q3	–	Sell	-19	Closed	-$1K	–	1639
2022 Q2	$1K	Buy	+19	New	+$667	﹤0.01%	1272
2016 Q2	–	Sell	-318	Closed	-$6.45K	–	839
2016 Q1	$6.45K	Buy	+318	New	+$5.24K	﹤0.01%	595

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

MassMutual Private Wealth & Trust's CHEF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Chefs' Warehouse (CHEF) stake by 11% in Q2 2026, selling an estimated $697 and leaving 70 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

MassMutual Private Wealth & Trust first reported a position in CHEF in Q1 2016 and has held it in 17 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

MassMutual Private Wealth & Trust held 70 shares of Chefs' Warehouse worth $6.73K as of Q2 2026.
MassMutual Private Wealth & Trust sold 9 Chefs' Warehouse shares in Q2 2026, an estimated $697.
Chefs' Warehouse made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1573 holding.
MassMutual Private Wealth & Trust first reported a position in Chefs' Warehouse in Q1 2016 and has held it in 17 quarters since.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.