Creative Planning
CHWY icon

Creative Planning’s Chewy CHWY Stock Holding History

Creative Planning’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 		$3.13M Buy
115,777
+53,931
+87% +$1.5M ﹤0.01% 1547
2025
Q4 		$2.04M Sell
61,846
-22,880
-27% -$794K ﹤0.01% 1717
2025
Q3 		$3.43M Buy
84,726
+72,436
+589% +$2.79M ﹤0.01% 1116
2025
Q2 		$524K Buy
12,290
+5,109
+71% +$204K ﹤0.01% 2435
2025
Q1 		$233K Buy
7,181
+657
+10% +$23.6K ﹤0.01% 2946
2024
Q4 		$218K Buy
+6,524
New +$203K ﹤0.01% 2906
2024
Q2 		– Sell
-29,212
Closed -$465K – 3089
2024
Q1 		$465K Buy
+29,212
New +$525K ﹤0.01% 1906
2023
Q4 		– Sell
-650
Closed -$11.9K – 2810
2023
Q3 		$11.9K Buy
+650
New +$18.6K ﹤0.01% 2637
2022
Q1 		– Sell
-3,550
Closed -$209K – 2361
2021
Q4 		$209K Buy
+3,550
New +$232K ﹤0.01% 1844
2021
Q3 		– Sell
-2,801
Closed -$223K – 2132
2021
Q2 		$223K Sell
2,801
-9,205
-77% -$712K ﹤0.01% 1745
2021
Q1 		$1.02M Buy
12,006
+2,285
+24% +$222K ﹤0.01% 1014
2020
Q4 		$874K Sell
9,721
-18
-0.2% -$1.31K ﹤0.01% 1020
2020
Q3 		$534K Buy
+9,739
New +$526K ﹤0.01% 1103
2019
Q4 		– Sell
-12,929
Closed -$318K – 2019
2019
Q3 		$318K Buy
12,929
+1,071
+9% +$33.8K ﹤0.01% 1326
2019
Q2 		$415K Buy
+11,858
New +$400K ﹤0.01% 1178

Other funds holding CHWY

BP
BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return