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ORG Wealth Partners’s Chefs' Warehouse CHEF Stock Holding History

ORG Wealth Partners’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 		$298K Hold
3,104
– – 0.04% 210
2026
Q1 		$185K Hold
3,104
– – 0.04% 239
2025
Q4 		$193K Hold
3,104
– – 0.05% 207
2025
Q3 		$181K Hold
3,104
– – 0.04% 210
2025
Q2 		$195K Hold
3,104
– – 0.05% 182
2025
Q1 		$171K Hold
3,104
– – 0.05% 202
2024
Q4 		$153K Hold
3,104
– – 0.05% 140
2024
Q3 		$130K Buy
+3,104
New +$125K 0.04% 154

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 $3.37T AUM 44.26% 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

ORG Wealth Partners's CHEF Position: Q2 2026 in Review

ORG Wealth Partners held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 3,104 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #210.

ORG Wealth Partners first reported a position in CHEF in Q3 2024 and has held it in 8 quarters since. 286 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • ORG Wealth Partners held 3,104 shares of Chefs' Warehouse worth $298K as of Q2 2026.
  • ORG Wealth Partners left its Chefs' Warehouse share count unchanged in Q2 2026.
  • Chefs' Warehouse made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • ORG Wealth Partners first reported a position in Chefs' Warehouse in Q3 2024 and has held it in 8 quarters since.
  • 286 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.