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Whalen Wealth Management’s Chewy CHWY Stock Holding History

Whalen Wealth Management’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 		$446K Buy
24,491
+838
+4% +$18.3K 0.19% 127
2026
Q2 		$465K Buy
23,653
+7,191
+44% +$163K 0.21% 119
2026
Q1 		$444K Buy
16,462
+2,114
+15% +$58.9K 0.24% 108
2025
Q4 		$474K Buy
14,348
+2,443
+21% +$84.8K 0.25% 108
2025
Q3 		$482K Sell
11,905
-399
-3% -$15.4K 0.28% 85
2025
Q2 		$524K Buy
+12,304
New +$490K 0.33% 91

Other funds holding CHWY

GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Whalen Wealth Management's CHWY Position: Q3 2026 in Review

Whalen Wealth Management increased its Chewy (CHWY) stake by 3.5% in Q3 2026, buying an estimated $18.3K and bringing the position to 24,491 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #127.

Whalen Wealth Management first reported a position in CHWY in Q2 2025 and has held it in 6 quarters since. The position peaked at $524K in Q2 2025. 21 funds tracked by Wall St. Rank hold CHWY as of Q3 2026.

  • Whalen Wealth Management held 24,491 shares of Chewy worth $446K as of Q3 2026.
  • Whalen Wealth Management bought 838 Chewy shares in Q3 2026, an estimated $18.3K.
  • Chewy made up 0.19% of Whalen Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Whalen Wealth Management first reported a position in Chewy in Q2 2025 and has held it in 6 quarters since.
  • Whalen Wealth Management's Chewy position peaked at $524K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Chewy as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.