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Wealthspire Advisors (New York)’s Chefs' Warehouse CHEF Stock Holding History

Wealthspire Advisors (New York)’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
-74
Closed -$4.32K – 1361
2025
Q3 		$4.32K Buy
+74
New +$4.72K ﹤0.01% 2376

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
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

Wealthspire Advisors (New York)'s CHEF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 74 shares — an estimated $4.32K sold.

Wealthspire Advisors (New York) first reported a position in CHEF in Q3 2025 and held it in 1 quarter. The position peaked at $4.32K in Q3 2025. 244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 74 Chefs' Warehouse shares in Q4 2025, an estimated $4.32K.
  • Wealthspire Advisors (New York) first reported a position in Chefs' Warehouse in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Chefs' Warehouse position peaked at $4.32K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.