Root Financial Partners
CHWY icon

Root Financial Partners’s Chewy CHWY Stock Holding History

Root Financial Partners’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 		$29.7K Buy
+1,633
New +$35.6K ﹤0.01% 1349
2026
Q2 		– Sell
-2,969
Closed -$80.2K – 930
2026
Q1 		$80.2K Buy
2,969
+1,716
+137% +$47.8K ﹤0.01% 659
2025
Q4 		$41.4K Buy
1,253
+18
+1% +$625 ﹤0.01% 798
2025
Q3 		$50K Buy
+1,235
New +$47.6K ﹤0.01% 671

Other funds holding CHWY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's CHWY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chewy (CHWY) in Q3 2026: 1,633 shares worth $29.7K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHWY as recently as Q1 2026.

Root Financial Partners first reported a position in CHWY in Q3 2025 and has held it in 4 quarters since. The position peaked at $80.2K in Q1 2026. 308 funds tracked by Wall St. Rank hold CHWY as of Q3 2026.

  • Root Financial Partners held 1,633 shares of Chewy worth $29.7K as of Q3 2026.
  • Chewy was a new Root Financial Partners position in Q3 2026.
  • Chewy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1349 holding.
  • Root Financial Partners first reported a position in Chewy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Chewy position peaked at $80.2K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Chewy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.