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Morton Brown Family Wealth’s Chefs' Warehouse CHEF Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-32
Closed -$1.9K – 418
2026
Q1 		$1.9K Hold
32
– – ﹤0.01% 253
2025
Q4 		$2K Hold
32
– – ﹤0.01% 256
2025
Q3 		$1.87K Hold
32
– – ﹤0.01% 244
2025
Q2 		$2.04K Hold
32
– – ﹤0.01% 280
2025
Q1 		$1.74K Hold
32
– – ﹤0.01% 285
2024
Q4 		$1.58K Hold
32
– – ﹤0.01% 241
2024
Q3 		$1.34K Hold
32
– – ﹤0.01% 234
2024
Q2 		$1.31K Hold
32
– – ﹤0.01% 202
2024
Q1 		$1.21K Hold
32
– – ﹤0.01% 195
2023
Q4 		$942 Buy
+32
New +$772 ﹤0.01% 261

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's CHEF Position: Q2 2026 in Review

Morton Brown Family Wealth sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 32 shares — an estimated $1.9K sold.

Morton Brown Family Wealth first reported a position in CHEF in Q4 2023 and held it in 10 quarters. The position peaked at $2.04K in Q2 2025. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Morton Brown Family Wealth reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 32 Chefs' Warehouse shares in Q2 2026, an estimated $1.9K.
  • Morton Brown Family Wealth first reported a position in Chefs' Warehouse in Q4 2023 and held it in 10 quarters.
  • Morton Brown Family Wealth's Chefs' Warehouse position peaked at $2.04K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.