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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
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

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Beacon Financial Strategies's CHWY Position: Q2 2026 in Review

Beacon Financial Strategies held its Chewy (CHWY) position steady in Q2 2026 at 83 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Beacon Financial Strategies first reported a position in CHWY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74K in Q4 2025. 516 funds tracked by Wall St. Rank hold CHWY as of Q2 2026.

  • Beacon Financial Strategies held 83 shares of Chewy worth $1.63K as of Q2 2026.
  • Beacon Financial Strategies left its Chewy share count unchanged in Q2 2026.
  • Chewy made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #196 holding.
  • Beacon Financial Strategies first reported a position in Chewy in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Chewy position peaked at $2.74K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Chewy as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.