AIS
WY icon

Advocate Investing Services’s Weyerhaeuser WY Stock Holding History

Advocate Investing Services’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 		– Sell
-300
Closed -$7.33K – 483
2026
Q1 		$7.33K Hold
300
– – 0.01% 275
2025
Q4 		$7.11K Buy
+300
New +$6.94K 0.01% 260

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Advocate Investing Services's WY Position: Q2 2026 in Review

Advocate Investing Services sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 300 shares — an estimated $7.33K sold.

Advocate Investing Services first reported a position in WY in Q4 2025 and held it in 2 quarters. The position peaked at $7.33K in Q1 2026. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Advocate Investing Services reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Advocate Investing Services sold 300 Weyerhaeuser shares in Q2 2026, an estimated $7.33K.
  • Advocate Investing Services first reported a position in Weyerhaeuser in Q4 2025 and held it in 2 quarters.
  • Advocate Investing Services's Weyerhaeuser position peaked at $7.33K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.