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Summit Wealth Group (Colorado)’s Chefs' Warehouse CHEF Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-4,196
Closed -$255K – 295
2025
Q3 		$255K Buy
+4,196
New +$267K 0.04% 220

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CHEF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 4,196 shares — an estimated $255K sold.

Summit Wealth Group (Colorado) first reported a position in CHEF in Q3 2025 and held it in 1 quarter. The position peaked at $255K in Q3 2025. 244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,196 Chefs' Warehouse shares in Q4 2025, an estimated $255K.
  • Summit Wealth Group (Colorado) first reported a position in Chefs' Warehouse in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Chefs' Warehouse position peaked at $255K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.