Independent Advisor Alliance’s Chewy CHWY Stock Holding History

Independent Advisor Alliance’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 Q4	–	Sell	-7,209	Closed	-$292K	–	1013
2025 Q3	$292K	Buy	7,209 +1,605	+29%	+$61.9K	0.01%	777
2025 Q2	$239K	Buy	+5,604	New	+$223K	0.01%	784
2023 Q3	–	Sell	-5,113	Closed	-$202K	–	656
2023 Q2	$202K	Sell	5,113 -395	-7%	-$13.8K	0.01%	622
2023 Q1	$206K	Buy	+5,508	New	+$228K	0.01%	613
2022 Q2	–	Sell	-5,046	Closed	-$206K	–	636
2022 Q1	$206K	Sell	5,046 -1,125	-18%	-$51.1K	0.01%	608
2021 Q4	$364K	Buy	6,171 +460	+8%	+$30.1K	0.02%	474
2021 Q3	$389K	Buy	5,711 +614	+12%	+$50.8K	0.02%	432
2021 Q2	$406K	Buy	5,097 +380	+8%	+$29.4K	0.02%	436
2021 Q1	$400K	Buy	4,717 +392	+9%	+$38.1K	0.02%	416
2020 Q4	$389K	Buy	4,325 +645	+18%	+$47K	0.03%	394
2020 Q3	$202K	Buy	+3,680	New	+$199K	0.02%	455

Other funds holding CHWY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return