Net Worth Advisory Group
CHEF icon

Net Worth Advisory Group’s Chefs' Warehouse CHEF Stock Holding History

Net Worth Advisory Group’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
Q3 		$234K Sell
2,077
-478
-19% -$50.9K 0.06% 364
2026
Q2 		$246K Buy
+2,555
New +$198K 0.06% 338

Other funds holding CHEF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Net Worth Advisory Group's CHEF Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Chefs' Warehouse (CHEF) stake by 19% in Q3 2026, selling an estimated $50.9K and leaving 2,077 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #364.

Net Worth Advisory Group first reported a position in CHEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $246K in Q2 2026. 258 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • Net Worth Advisory Group held 2,077 shares of Chefs' Warehouse worth $234K as of Q3 2026.
  • Net Worth Advisory Group sold 478 Chefs' Warehouse shares in Q3 2026, an estimated $50.9K.
  • Chefs' Warehouse made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #364 holding.
  • Net Worth Advisory Group first reported a position in Chefs' Warehouse in Q2 2026 and has held it in 2 quarters since.
  • Net Worth Advisory Group's Chefs' Warehouse position peaked at $246K in Q2 2026.
  • 258 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.