Nisa Investment Advisors
CHEF icon

Nisa Investment Advisors’s Chefs' Warehouse CHEF Stock Holding History

Nisa Investment Advisors’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 		$38.4K Buy
646
+5
+0.8% +$320 ﹤0.01% 1785
2025
Q4 		$40K Buy
641
+7
+1% +$421 ﹤0.01% 1695
2025
Q3 		$37K Buy
634
+139
+28% +$8.86K ﹤0.01% 1718
2025
Q2 		$31.6K Hold
495
– – ﹤0.01% 1738
2025
Q1 		$27K Sell
495
-275
-36% -$15.3K ﹤0.01% 1772
2024
Q4 		$38K Hold
770
– – ﹤0.01% 1754
2024
Q3 		$32.3K Buy
770
+80
+12% +$3.23K ﹤0.01% 1758
2024
Q2 		$27K Buy
690
+632
+1,090% +$23.4K ﹤0.01% 1837
2024
Q1 		$2.18K Buy
+58
New +$1.99K ﹤0.01% 2219
2023
Q4 		– Sell
-35
Closed -$741 – 2663
2023
Q3 		$741 Sell
35
-1,694
-98% -$51.8K ﹤0.01% 2451
2023
Q2 		$61.8K Buy
1,729
+160
+10% +$5.3K ﹤0.01% 1677
2023
Q1 		$53K Sell
1,569
-827
-35% -$29.1K ﹤0.01% 1695
2022
Q4 		$80K Hold
2,396
– – ﹤0.01% 1634
2022
Q3 		$79K Buy
2,396
+26
+1% +$909 ﹤0.01% 1577
2022
Q2 		$92K Sell
2,370
-680
-22% -$23.9K ﹤0.01% 1537
2022
Q1 		$99K Sell
3,050
-280
-8% -$8.8K ﹤0.01% 1615
2021
Q4 		$99K Buy
3,330
+570
+21% +$18.8K ﹤0.01% 1522
2021
Q3 		$90 Hold
2,760
– – ﹤0.01% 1749
2021
Q2 		$88 Buy
2,760
+960
+53% +$30.7K ﹤0.01% 1753
2021
Q1 		$55 Buy
+1,800
New +$53.5K ﹤0.01% 1962

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

Nisa Investment Advisors's CHEF Position: Q1 2026 in Review

Nisa Investment Advisors increased its Chefs' Warehouse (CHEF) stake by 0.78% in Q1 2026, buying an estimated $320 and bringing the position to 646 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Nisa Investment Advisors first reported a position in CHEF in Q1 2021 and has held it in 20 quarters since. The position peaked at $99K in Q1 2022. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Nisa Investment Advisors held 646 shares of Chefs' Warehouse worth $38.4K as of Q1 2026.
  • Nisa Investment Advisors bought 5 Chefs' Warehouse shares in Q1 2026, an estimated $320.
  • Chefs' Warehouse made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1785 holding.
  • Nisa Investment Advisors first reported a position in Chefs' Warehouse in Q1 2021 and has held it in 20 quarters since.
  • Nisa Investment Advisors's Chefs' Warehouse position peaked at $99K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.