Rise Advisors’s Chewy CHWY Stock Holding History

Rise 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 Q4	–	Sell	-364	Closed	-$14.7K	–	347
2025 Q3	$14.7K	Hold	364	–	–	0.01%	768
2025 Q2	$15.5K	Hold	364	–	–	0.01%	693
2025 Q1	$11.8K	Buy	+364	New	+$13.1K	0.01%	857
2024 Q4	–	Sell	-25	Closed	-$732	–	1134
2024 Q3	$732	Sell	25 -80	-76%	-$2.13K	﹤0.01%	1177
2024 Q2	$2.86K	Sell	105 -50	-32%	-$952	﹤0.01%	1105
2024 Q1	$2.47K	Hold	155	–	–	﹤0.01%	1124
2023 Q4	$3.66K	Hold	155	–	–	﹤0.01%	410
2023 Q3	$2.83K	Hold	155	–	–	﹤0.01%	431
2023 Q2	$6.12K	Buy	155 +25	+19%	+$870	﹤0.01%	400
2023 Q1	$4.86K	Hold	130	–	–	﹤0.01%	451
2022 Q4	$4.82K	Buy	130 +80	+160%	+$3.12K	﹤0.01%	449
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	534
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	540
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	525
2021 Q4	$2.95K	Buy	+50	New	+$3.27K	﹤0.01%	478

Other funds holding CHWY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

AQR Capital Management

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

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Wellington Management Group

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