John G. Ullman & Associates’s Chewy CHWY Stock Holding History

John G. Ullman & Associates’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
2026 Q2	$244K	Sell	12,400 -7,000	-36%	-$159K	0.03%	170
2026 Q1	$524K	Buy	+19,400	New	+$541K	0.07%	128
2024 Q3	–	Sell	-130,289	Closed	-$3.55M	–	180
2024 Q2	$3.55M	Sell	130,289 -33,900	-21%	-$646K	0.54%	58
2024 Q1	$2.61M	Buy	164,189 +59,300	+57%	+$1.07M	0.4%	75
2023 Q4	$2.48M	Buy	+104,889	New	+$2.07M	0.39%	73
2022 Q1	–	Sell	-48,300	Closed	-$2.85M	–	169
2021 Q4	$2.85M	Buy	48,300 +43,000	+811%	+$2.81M	0.39%	65
2021 Q3	$361K	Buy	+5,300	New	+$439K	0.05%	129

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

John G. Ullman & Associates's CHWY Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Chewy (CHWY) stake by 36% in Q2 2026, selling an estimated $159K and leaving 12,400 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #170.

John G. Ullman & Associates first reported a position in CHWY in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.55M in Q2 2024. 516 funds tracked by Wall St. Rank hold CHWY as of Q2 2026.

John G. Ullman & Associates held 12,400 shares of Chewy worth $244K as of Q2 2026.
John G. Ullman & Associates sold 7,000 Chewy shares in Q2 2026, an estimated $159K.
Chewy made up 0.03% of John G. Ullman & Associates's portfolio in Q2 2026, its #170 holding.
John G. Ullman & Associates first reported a position in Chewy in Q3 2021 and has held it in 7 quarters since.
John G. Ullman & Associates's Chewy position peaked at $3.55M in Q2 2024.
516 funds tracked by Wall St. Rank held Chewy as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.