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Steward Partners Investment Advisory’s Chefs' Warehouse CHEF Stock Holding History

Steward Partners Investment Advisory’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 		$362K Buy
+6,090
New +$390K ﹤0.01% 1694
2023
Q4 		– Sell
-221
Closed -$4.68K – 3497
2023
Q3 		$4.68K Sell
221
-300
-58% -$9.18K ﹤0.01% 2853
2023
Q2 		$18.6K Hold
521
– – ﹤0.01% 2326
2023
Q1 		$17.7K Sell
521
-180
-26% -$6.33K ﹤0.01% 2295
2022
Q4 		$23.3K Sell
701
-289
-29% -$10.1K ﹤0.01% 2167
2022
Q3 		$29K Hold
990
– – ﹤0.01% 2037
2022
Q2 		$39K Sell
990
-159
-14% -$5.58K ﹤0.01% 1922
2022
Q1 		$37K Sell
1,149
-190
-14% -$5.97K ﹤0.01% 2068
2021
Q4 		$45K Sell
1,339
-210
-14% -$6.92K ﹤0.01% 1968
2021
Q3 		$50K Buy
1,549
+174
+13% +$5.1K ﹤0.01% 1892
2021
Q2 		$44K Buy
1,375
+136
+11% +$4.35K ﹤0.01% 3617
2021
Q1 		$37.7K Buy
1,239
+49
+4% +$1.46K ﹤0.01% 2135
2020
Q4 		$31K Buy
1,190
+484
+69% +$9.52K ﹤0.01% 1887
2020
Q3 		$10K Sell
706
-142
-17% -$2.02K ﹤0.01% 2129
2020
Q2 		$12K Buy
848
+730
+619% +$10.1K ﹤0.01% 1955
2020
Q1 		$1K Buy
+118
New +$3.5K ﹤0.01% 2361

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

Steward Partners Investment Advisory's CHEF Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Chefs' Warehouse (CHEF) in Q1 2026: 6,090 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CHEF as recently as Q3 2023.

Steward Partners Investment Advisory first reported a position in CHEF in Q1 2020 and has held it in 16 quarters since. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Steward Partners Investment Advisory held 6,090 shares of Chefs' Warehouse worth $362K as of Q1 2026.
  • Chefs' Warehouse was a new Steward Partners Investment Advisory position in Q1 2026.
  • Chefs' Warehouse made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1694 holding.
  • Steward Partners Investment Advisory first reported a position in Chefs' Warehouse in Q1 2020 and has held it in 16 quarters since.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.