Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Chewy CHWY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$8.5M Buy
314,795
+167,205
+113% +$4.66M 0.02% 610
2025
Q4 		$4.88M Sell
147,590
-136,909
-48% -$4.75M 0.01% 785
2025
Q3 		$11.5M Buy
284,499
+281,297
+8,785% +$10.8M 0.03% 426
2025
Q2 		$136K Buy
3,202
+214
+7% +$8.53K ﹤0.01% 2464
2025
Q1 		$97K Buy
2,988
+801
+37% +$28.7K ﹤0.01% 2445
2024
Q4 		$73K Buy
2,187
+13
+0.6% +$404 ﹤0.01% 2495
2024
Q3 		$64K Buy
2,174
+108
+5% +$2.88K ﹤0.01% 2502
2024
Q2 		$56K Sell
2,066
-595
-22% -$11.3K ﹤0.01% 2392
2024
Q1 		$42K Buy
2,661
+1,288
+94% +$23.1K ﹤0.01% 2410
2023
Q4 		$32K Buy
1,373
+151
+12% +$2.98K ﹤0.01% 2462
2023
Q3 		$22K Sell
1,222
-35
-3% -$1K ﹤0.01% 2619
2023
Q2 		$50K Buy
1,257
+491
+64% +$17.1K ﹤0.01% 1983
2023
Q1 		$29K Sell
766
-248
-24% -$10.3K ﹤0.01% 2240
2022
Q4 		$38K Buy
1,014
+286
+39% +$11.1K ﹤0.01% 1908
2022
Q3 		$22K Buy
728
+1
+0.1% +$40 ﹤0.01% 2158
2022
Q2 		$25K Sell
727
-118
-14% -$3.78K ﹤0.01% 1980
2022
Q1 		$34K Buy
845
+388
+85% +$17.6K ﹤0.01% 1787
2021
Q4 		$27K Buy
+457
New +$29.9K ﹤0.01% 1822
2021
Q2 		$14K Hold
175
– – ﹤0.01% 1954
2021
Q1 		$14K Hold
175
– – ﹤0.01% 1954
2020
Q4 		$14K Hold
175
– – ﹤0.01% 1954
2020
Q3 		$14K Hold
175
– – ﹤0.01% 1954
2020
Q2 		$14K Hold
175
– – ﹤0.01% 1954
2020
Q1 		$14K Hold
175
– – ﹤0.01% 1954
2019
Q4 		$14K Hold
175
– – ﹤0.01% 1954
2019
Q3 		$14K Hold
175
– – ﹤0.01% 1954
2019
Q2 		$14K Buy
+175
New +$5.91K ﹤0.01% 1954

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHWY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chewy (CHWY) stake by 113% in Q1 2026, buying an estimated $4.66M and bringing the position to 314,795 shares worth $8.5M. The position accounts for 0.02% of the portfolio, ranked #610.

Carson Wealth (CWM LLC) first reported a position in CHWY in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.5M in Q3 2025. 595 funds tracked by Wall St. Rank hold CHWY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 314,795 shares of Chewy worth $8.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 167,205 Chewy shares in Q1 2026, an estimated $4.66M.
  • Chewy made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #610 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chewy in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Chewy position peaked at $11.5M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Chewy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.