L2 Asset Management’s Chewy CHWY Stock Holding History

L2 Asset 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
2026 Q2	$1.33M	Sell	67,803 -22,529	-25%	-$512K	0.14%	145
2026 Q1	$2.44M	Buy	90,332 +54,234	+150%	+$1.51M	0.23%	92
2025 Q4	$1.19M	Buy	36,098 +14,892	+70%	+$517K	0.16%	120
2025 Q3	$858K	Buy	21,206 +8,290	+64%	+$320K	0.12%	146
2025 Q2	$550K	Buy	+12,916	New	+$515K	0.09%	188

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

L2 Asset Management's CHWY Position: Q2 2026 in Review

L2 Asset Management reduced its Chewy (CHWY) stake by 25% in Q2 2026, selling an estimated $512K and leaving 67,803 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #145.

L2 Asset Management first reported a position in CHWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.44M in Q1 2026. 516 funds tracked by Wall St. Rank hold CHWY as of Q2 2026.

L2 Asset Management held 67,803 shares of Chewy worth $1.33M as of Q2 2026.
L2 Asset Management sold 22,529 Chewy shares in Q2 2026, an estimated $512K.
Chewy made up 0.14% of L2 Asset Management's portfolio in Q2 2026, its #145 holding.
L2 Asset Management first reported a position in Chewy in Q2 2025 and has held it in 5 quarters since.
L2 Asset Management's Chewy position peaked at $2.44M in Q1 2026.
516 funds tracked by Wall St. Rank held Chewy as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.