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Arkadios Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$442K Buy
18,104
+646
+4% +$16.2K 0.01% 1175
2025
Q4 		$414K Sell
17,458
-22,362
-56% -$517K 0.01% 1101
2025
Q3 		$987K Sell
39,820
-9,100
-19% -$233K 0.02% 642
2025
Q2 		$1.26M Buy
48,920
+3,087
+7% +$80.8K 0.04% 486
2025
Q1 		$1.34M Buy
45,833
+17,298
+61% +$515K 0.05% 380
2024
Q4 		$803K Sell
28,535
-4,187
-13% -$131K 0.04% 388
2024
Q3 		$1.11M Sell
32,722
-1,738
-5% -$53.4K 0.06% 293
2024
Q2 		$978K Buy
34,460
+3,018
+10% +$93.4K 0.07% 286
2024
Q1 		$1.13M Buy
31,442
+1,126
+4% +$38.1K 0.09% 220
2023
Q4 		$1.05M Buy
30,316
+1,531
+5% +$47.6K 0.09% 214
2023
Q3 		$883K Buy
+28,785
New +$947K 0.08% 231
2021
Q4 		– Sell
-2,529
Closed -$89K – 1796
2021
Q3 		$89K Hold
2,529
– – 0.01% 719
2021
Q2 		$87K Buy
2,529
+2,209
+690% +$82K 0.01% 760
2021
Q1 		$11K Hold
320
– – ﹤0.01% 1174
2020
Q4 		$10K Sell
320
-42
-12% -$1.26K ﹤0.01% 978
2020
Q3 		$10.7K Hold
362
– – 0.01% 734
2020
Q2 		$8.85K Hold
362
– – ﹤0.01% 703
2020
Q1 		$6.14K Hold
362
– – ﹤0.01% 744
2019
Q4 		$11K Buy
+362
New +$10.5K 0.01% 572

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arkadios Wealth Advisors's WY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Weyerhaeuser (WY) stake by 3.7% in Q1 2026, buying an estimated $16.2K and bringing the position to 18,104 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1175.

Arkadios Wealth Advisors first reported a position in WY in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.34M in Q1 2025. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Arkadios Wealth Advisors held 18,104 shares of Weyerhaeuser worth $442K as of Q1 2026.
  • Arkadios Wealth Advisors bought 646 Weyerhaeuser shares in Q1 2026, an estimated $16.2K.
  • Weyerhaeuser made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1175 holding.
  • Arkadios Wealth Advisors first reported a position in Weyerhaeuser in Q4 2019 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Weyerhaeuser position peaked at $1.34M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.