Mount Yale Investment Advisors’s Chewy CHWY Stock Holding History

Mount Yale Investment Advisors’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	-2,732	Closed	-$116K	–	831
2025 Q2	$116K	Buy	+2,732	New	+$109K	0.01%	626

Other funds holding CHWY

BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's CHWY Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Chewy (CHWY) in Q3 2025, closing a stake of 2,732 shares — an estimated $116K sold.

Mount Yale Investment Advisors first reported a position in CHWY in Q2 2025 and held it in 1 quarter. The position peaked at $116K in Q2 2025. 612 funds tracked by Wall St. Rank hold CHWY as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Chewy position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,732 Chewy shares in Q3 2025, an estimated $116K.
Mount Yale Investment Advisors first reported a position in Chewy in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Chewy position peaked at $116K in Q2 2025.
612 funds tracked by Wall St. Rank held Chewy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.