Mark Sheptoff Financial Planning’s Chewy CHWY Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-2,350	Closed	-$100K	–	498
2025 Q2	$100K	Buy	+2,350	New	+$93.6K	0.05%	128
2023 Q3	–	Sell	-200	Closed	-$7.89K	–	387
2023 Q2	$7.89K	Hold	200	–	–	﹤0.01%	287
2023 Q1	$7.48K	Hold	200	–	–	﹤0.01%	282
2022 Q4	$7.42K	Hold	200	–	–	﹤0.01%	285
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	278
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	277
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	311
2021 Q4	$12K	Hold	200	–	–	0.01%	297
2021 Q3	$14K	Hold	200	–	–	0.01%	276
2021 Q2	$16K	Hold	200	–	–	0.01%	289
2021 Q1	$17K	Hold	200	–	–	0.01%	245
2020 Q4	$18K	Hold	200	–	–	0.01%	228
2020 Q3	$11K	Hold	200	–	–	0.01%	228
2020 Q2	$9K	Buy	+200	New	+$8.72K	0.01%	265

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's CHWY Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Chewy (CHWY) in Q3 2025, closing a stake of 2,350 shares — an estimated $100K sold.

Mark Sheptoff Financial Planning first reported a position in CHWY in Q2 2020 and held it in 14 quarters. The position peaked at $100K in Q2 2025. 613 funds tracked by Wall St. Rank hold CHWY as of Q3 2025.

Mark Sheptoff Financial Planning reported no remaining Chewy position as of Q3 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 2,350 Chewy shares in Q3 2025, an estimated $100K.
Mark Sheptoff Financial Planning first reported a position in Chewy in Q2 2020 and held it in 14 quarters.
Mark Sheptoff Financial Planning's Chewy position peaked at $100K in Q2 2025.
613 funds tracked by Wall St. Rank held Chewy as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.