Action Point Financial Planning’s Weyerhaeuser WY Stock Holding History

Action Point Financial Planning’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2K	Buy	+708	New	+$17.2K	﹤0.01%	1191

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Action Point Financial Planning's WY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Weyerhaeuser (WY) in Q2 2026: 708 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

895 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Action Point Financial Planning held 708 shares of Weyerhaeuser worth $17.2K as of Q2 2026.
Weyerhaeuser was a new Action Point Financial Planning position in Q2 2026.
Weyerhaeuser made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1191 holding.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.