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Summit Trail Advisors’s Chewy CHWY Stock Holding History

Summit Trail 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
-5,122
Closed -$207K – 1319
2025
Q3 		$207K Buy
5,122
+271
+6% +$10.5K ﹤0.01% 1289
2025
Q2 		$207K Buy
+4,851
New +$193K ﹤0.01% 1052
2025
Q1 		– Sell
-6,728
Closed -$225K – 432
2024
Q4 		$225K Buy
+6,728
New +$209K 0.01% 337

Other funds holding CHWY

BP
BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Trail Advisors's CHWY Position: Q4 2025 in Review

Summit Trail Advisors sold out of Chewy (CHWY) in Q4 2025, closing a stake of 5,122 shares — an estimated $207K sold.

Summit Trail Advisors first reported a position in CHWY in Q4 2024 and held it in 3 quarters. The position peaked at $225K in Q4 2024. 583 funds tracked by Wall St. Rank hold CHWY as of Q4 2025.

  • Summit Trail Advisors reported no remaining Chewy position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 5,122 Chewy shares in Q4 2025, an estimated $207K.
  • Summit Trail Advisors first reported a position in Chewy in Q4 2024 and held it in 3 quarters.
  • Summit Trail Advisors's Chewy position peaked at $225K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Chewy as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.