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Montag & Associates’s Chewy CHWY Stock Holding History

Montag & 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
Q1 		$21.6K Sell
800
-470
-37% -$13.1K ﹤0.01% 676
2025
Q4 		$42K Buy
1,270
+470
+59% +$16.3K ﹤0.01% 619
2025
Q3 		$32.4K Hold
800
– – ﹤0.01% 650
2025
Q2 		$34.1K Hold
800
– – ﹤0.01% 633
2025
Q1 		$26K Hold
800
– – ﹤0.01% 698
2024
Q4 		$26.8K Hold
800
– – ﹤0.01% 691
2024
Q3 		$23.4K Buy
+800
New +$21.3K ﹤0.01% 712
2024
Q2 		– Sell
-200
Closed -$3.18K – 985
2024
Q1 		$3.18K Buy
+200
New +$3.59K ﹤0.01% 845
2022
Q4 		– Sell
-150
Closed -$5K – 955
2022
Q3 		$5K Hold
150
– – ﹤0.01% 779
2022
Q2 		$5K Hold
150
– – ﹤0.01% 742
2022
Q1 		$6K Hold
150
– – ﹤0.01% 751
2021
Q4 		$9K Hold
150
– – ﹤0.01% 732
2021
Q3 		$10K Hold
150
– – ﹤0.01% 726
2021
Q2 		$12K Hold
150
– – ﹤0.01% 710
2021
Q1 		$13K Buy
+150
New +$14.6K ﹤0.01% 705

Other funds holding CHWY

BP
BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return