Integrated Wealth Concepts’s Chewy CHWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-31,850
Closed -$860K – 2431
2026
Q1
$860K Buy
31,850
+21,851
+219% +$609K 0.01% 1207
2025
Q4
$330K Sell
9,999
-11,657
-54% -$405K ﹤0.01% 1279
2025
Q3
$876K Buy
21,656
+15,824
+271% +$610K 0.01% 1052
2025
Q2
$249K Sell
5,832
-1,392
-19% -$55.5K ﹤0.01% 1653
2025
Q1
$235K Buy
7,224
+59
+0.8% +$2.12K ﹤0.01% 1541
2024
Q4
$240K Sell
7,165
-4
-0.1% -$124 ﹤0.01% 1504
2024
Q3
$210K Buy
+7,169
New +$191K ﹤0.01% 1537
2022
Q2
– Sell
-5,353
Closed -$218K – 990
2022
Q1
$218K Buy
5,353
+230
+4% +$10.5K 0.01% 851
2021
Q4
$302K Sell
5,123
-399
-7% -$26.1K 0.01% 774
2021
Q3
$376K Buy
+5,522
New +$457K 0.01% 652

Other funds holding CHWY

Integrated Wealth Concepts's CHWY Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Chewy (CHWY) in Q2 2026, closing a stake of 31,850 shares — an estimated $860K sold.

Integrated Wealth Concepts first reported a position in CHWY in Q3 2021 and held it in 10 quarters. The position peaked at $876K in Q3 2025. 518 funds tracked by Wall St. Rank hold CHWY as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Chewy position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 31,850 Chewy shares in Q2 2026, an estimated $860K.
  • Integrated Wealth Concepts first reported a position in Chewy in Q3 2021 and held it in 10 quarters.
  • Integrated Wealth Concepts's Chewy position peaked at $876K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Chewy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.