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
2021
Q2 		– Sell
-12,400
Closed -$226K – 2163
2021
Q1 		$226K Buy
12,400
+10,900
+727% +$1.06M ﹤0.01% 1998
2020
Q4 		$99K Buy
1,500
+1,200
+400% +$87.5K ﹤0.01% 2029
2020
Q3 		$2K Buy
+300
New +$16.2K ﹤0.01% 2087

Other funds holding CHWY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Creative Planning's CHWY Position: Q3 2026 in Review

Creative Planning increased its Chewy (CHWY) stake by 96% in Q3 2026, buying an estimated $1.7M and bringing the position to 159,159 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Creative Planning first reported a position in CHWY in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.43M in Q3 2025. 253 funds tracked by Wall St. Rank hold CHWY as of Q3 2026.

  • Creative Planning held 159,159 shares of Chewy worth $2.9M as of Q3 2026.
  • Creative Planning bought 77,954 Chewy shares in Q3 2026, an estimated $1.7M.
  • Chewy made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1901 holding.
  • Creative Planning first reported a position in Chewy in Q2 2019 and has held it in 17 quarters since.
  • Creative Planning's Chewy position peaked at $3.43M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Chewy as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.