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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's CHEF Position: Q1 2026 in Review

Morton Brown Family Wealth held its Chefs' Warehouse (CHEF) position steady in Q1 2026 at 32 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Morton Brown Family Wealth first reported a position in CHEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04K in Q2 2025. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Morton Brown Family Wealth held 32 shares of Chefs' Warehouse worth $1.9K as of Q1 2026.
  • Morton Brown Family Wealth left its Chefs' Warehouse share count unchanged in Q1 2026.
  • Chefs' Warehouse made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q1 2026, its #253 holding.
  • Morton Brown Family Wealth first reported a position in Chefs' Warehouse in Q4 2023 and has held it in 10 quarters since.
  • Morton Brown Family Wealth's Chefs' Warehouse position peaked at $2.04K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.