HighMark Wealth Management’s Chewy CHWY Stock Holding History

HighMark Wealth Management’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	–	Sell	-65	Closed	-$2.11K	–	623
2025 Q1	$2.11K	Buy	+65	New	+$2.33K	﹤0.01%	444
2024 Q2	–	Sell	-45	Closed	-$716	–	593
2024 Q1	$716	Hold	45	–	–	﹤0.01%	515
2023 Q4	$1.06K	Hold	45	–	–	﹤0.01%	506
2023 Q3	$822	Hold	45	–	–	﹤0.01%	513
2023 Q2	$1.78K	Hold	45	–	–	﹤0.01%	470
2023 Q1	$1.68K	Hold	45	–	–	﹤0.01%	515
2022 Q4	$1.67K	Sell	45 -45	-50%	-$1.75K	﹤0.01%	443
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	386
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	393
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	379
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	355
2021 Q3	$6K	Hold	90	–	–	﹤0.01%	314
2021 Q2	$7K	Buy	90 +30	+50%	+$2.32K	0.01%	300
2021 Q1	$5K	Sell	60 -10	-14%	-$973	﹤0.01%	332
2020 Q4	$6K	Buy	+70	New	+$5.11K	0.01%	297

Other funds holding CHWY

BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return