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Beacon Financial Strategies’s Chewy CHWY Stock Holding History

Beacon Financial Strategies’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
Q3 		$1.51K Hold
83
– – ﹤0.01% 226
2026
Q2 		$1.63K Hold
83
– – ﹤0.01% 196
2026
Q1 		$2.24K Hold
83
– – ﹤0.01% 161
2025
Q4 		$2.74K Buy
+83
New +$2.88K ﹤0.01% 166

Other funds holding CHWY

TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Beacon Financial Strategies's CHWY Position: Q3 2026 in Review

Beacon Financial Strategies held its Chewy (CHWY) position steady in Q3 2026 at 83 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Beacon Financial Strategies first reported a position in CHWY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.74K in Q4 2025. 49 funds tracked by Wall St. Rank hold CHWY as of Q3 2026.

  • Beacon Financial Strategies held 83 shares of Chewy worth $1.51K as of Q3 2026.
  • Beacon Financial Strategies left its Chewy share count unchanged in Q3 2026.
  • Chewy made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q3 2026, its #226 holding.
  • Beacon Financial Strategies first reported a position in Chewy in Q4 2025 and has held it in 4 quarters since.
  • Beacon Financial Strategies's Chewy position peaked at $2.74K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Chewy as of Q3 2026.

Based on Beacon Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.