UBS Group’s Chefs' Warehouse CHEF Stock Holding History

UBS Group’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
2021 Q3	–	Sell	-200,000	Closed	-$6.37M	–	9581
2021 Q2	$6.37M	Buy	+200,000	New	+$6.39M	﹤0.01%	2441

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

UBS Group's CHEF Position: Q2 2026 in Review

UBS Group reduced its Chefs' Warehouse (CHEF) stake by 26% in Q2 2026, selling an estimated $6.14M and leaving 222,914 shares worth $21.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

UBS Group first reported a position in CHEF in Q4 2014 and has held it in 47 quarters since. 287 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

UBS Group held 222,914 shares of Chefs' Warehouse worth $21.4M as of Q2 2026.
UBS Group sold 79,341 Chefs' Warehouse shares in Q2 2026, an estimated $6.14M.
Chefs' Warehouse made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2610 holding.
UBS Group first reported a position in Chefs' Warehouse in Q4 2014 and has held it in 47 quarters since.
287 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.