Smartleaf Asset Management’s Chefs' Warehouse CHEF Stock Holding History

Smartleaf Asset Management’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	$17.4K	Hold	183	–	–	﹤0.01%	2085
2026 Q1	$10.8K	Sell	183 -383	-68%	-$24.5K	﹤0.01%	2290
2025 Q4	$35.4K	Buy	566 +30	+6%	+$1.8K	﹤0.01%	1717
2025 Q3	$31.3K	Buy	536 +30	+6%	+$1.91K	﹤0.01%	1619
2025 Q2	$32.1K	Sell	506 -13	-3%	-$772	﹤0.01%	1350
2025 Q1	$27.8K	Sell	519 -74	-12%	-$4.13K	﹤0.01%	1442
2024 Q4	$29.1K	Buy	593 +446	+303%	+$19.4K	﹤0.01%	1448
2024 Q3	$6.14K	Buy	147 +38	+35%	+$1.53K	﹤0.01%	2027
2024 Q2	$4.26K	Buy	+109	New	+$4.03K	﹤0.01%	1877

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

Smartleaf Asset Management's CHEF Position: Q2 2026 in Review

Smartleaf Asset Management held its Chefs' Warehouse (CHEF) position steady in Q2 2026 at 183 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Smartleaf Asset Management first reported a position in CHEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.4K in Q4 2025. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

Smartleaf Asset Management held 183 shares of Chefs' Warehouse worth $17.4K as of Q2 2026.
Smartleaf Asset Management left its Chefs' Warehouse share count unchanged in Q2 2026.
Chefs' Warehouse made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2085 holding.
Smartleaf Asset Management first reported a position in Chefs' Warehouse in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Chefs' Warehouse position peaked at $35.4K in Q4 2025.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.