Root Financial Partners’s Chefs' Warehouse CHEF Stock Holding History

Root Financial 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	–	Sell	-15	Closed	-$892	–	921
2026 Q1	$892	Buy	+15	New	+$960	﹤0.01%	2655

Other funds holding CHEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Root Financial Partners's CHEF Position: Q2 2026 in Review

Root Financial Partners sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 15 shares — an estimated $892 sold.

Root Financial Partners first reported a position in CHEF in Q1 2026 and held it in 1 quarter. The position peaked at $892 in Q1 2026. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Root Financial Partners reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 15 Chefs' Warehouse shares in Q2 2026, an estimated $892.
Root Financial Partners first reported a position in Chefs' Warehouse in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Chefs' Warehouse position peaked at $892 in Q1 2026.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.