TWD
CHEF icon

True Wealth Design’s Chefs' Warehouse CHEF Stock Holding History

True Wealth Design’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
-6
Closed -$357 – 2694
2026
Q1 		$357 Hold
6
– – ﹤0.01% 2165
2025
Q4 		$374 Hold
6
– – ﹤0.01% 2047
2025
Q3 		$350 Hold
6
– – ﹤0.01% 2124
2025
Q2 		$383 Hold
6
– – ﹤0.01% 1846
2025
Q1 		$327 Buy
+6
New +$334 ﹤0.01% 1735

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

True Wealth Design's CHEF Position: Q2 2026 in Review

True Wealth Design sold out of Chefs' Warehouse (CHEF) in Q2 2026, closing a stake of 6 shares — an estimated $357 sold.

True Wealth Design first reported a position in CHEF in Q1 2025 and held it in 5 quarters. The position peaked at $383 in Q2 2025. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • True Wealth Design reported no remaining Chefs' Warehouse position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 6 Chefs' Warehouse shares in Q2 2026, an estimated $357.
  • True Wealth Design first reported a position in Chefs' Warehouse in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Chefs' Warehouse position peaked at $383 in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.