Avantax Advisory Services’s Chewy CHWY Stock Holding History

Avantax Advisory Services’s Portfolio CHWY Stock Details CHWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	+5,691	New	+$227K	﹤0.01%	2073
2024 Q3	–	Sell	-20,511	Closed	-$559K	–	2134
2024 Q2	$559K	Buy	+20,511	New	+$391K	﹤0.01%	1290
2022 Q1	–	Sell	-4,412	Closed	-$260K	–	1292
2021 Q4	$260K	Sell	4,412 -32	-0.7%	-$2.09K	﹤0.01%	1047
2021 Q3	$304K	Buy	4,444 +1,025	+30%	+$84.8K	0.01%	922
2021 Q2	$273K	Sell	3,419 -553	-14%	-$42.8K	0.01%	947
2021 Q1	$334K	Buy	+3,972	New	+$387K	0.01%	765
2020 Q4	–	Sell	-4,438	Closed	-$240K	–	998
2020 Q3	$240K	Buy	+4,438	New	+$239K	﹤0.01%	1138

Other funds holding CHWY

BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Avantax Advisory Services's CHWY Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Chewy (CHWY) in Q2 2025: 5,691 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2073 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CHWY as recently as Q2 2024.

Avantax Advisory Services first reported a position in CHWY in Q3 2020 and has held it in 7 quarters since. The position peaked at $559K in Q2 2024. 565 funds tracked by Wall St. Rank hold CHWY as of Q2 2025.

Avantax Advisory Services held 5,691 shares of Chewy worth $243K as of Q2 2025.
Chewy was a new Avantax Advisory Services position in Q2 2025.
Chewy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2073 holding.
Avantax Advisory Services first reported a position in Chewy in Q3 2020 and has held it in 7 quarters since.
Avantax Advisory Services's Chewy position peaked at $559K in Q2 2024.
565 funds tracked by Wall St. Rank held Chewy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.