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Spire Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Spire Wealth 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
2025
Q3 		– Sell
-263
Closed -$16.8K – 2379
2025
Q2 		$16.8K Buy
+263
New +$15.6K ﹤0.01% 1576
2022
Q2 		– Sell
-754
Closed -$25K – 2676
2022
Q1 		$25K Sell
754
-88
-10% -$2.77K ﹤0.01% 1710
2021
Q4 		$28K Hold
842
– – ﹤0.01% 1982
2021
Q3 		$27K Hold
842
– – ﹤0.01% 1723
2021
Q2 		$27K Hold
842
– – ﹤0.01% 1743
2021
Q1 		$26K Buy
+842
New +$25K ﹤0.01% 2039

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's CHEF Position: Q3 2025 in Review

Spire Wealth Management sold out of Chefs' Warehouse (CHEF) in Q3 2025, closing a stake of 263 shares — an estimated $16.8K sold.

Spire Wealth Management first reported a position in CHEF in Q1 2021 and held it in 6 quarters. The position peaked at $28K in Q4 2021. 252 funds tracked by Wall St. Rank hold CHEF as of Q3 2025.

  • Spire Wealth Management reported no remaining Chefs' Warehouse position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 263 Chefs' Warehouse shares in Q3 2025, an estimated $16.8K.
  • Spire Wealth Management first reported a position in Chefs' Warehouse in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Chefs' Warehouse position peaked at $28K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.