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Asset Planning Inc’s Weyerhaeuser WY Stock Holding History

Asset Planning Inc’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
2025
Q4 		– Sell
-1,280
Closed -$31.7K – 304
2025
Q3 		$31.7K Hold
1,280
– – 0.02% 183
2025
Q2 		$32.9K Hold
1,280
– – 0.02% 179
2025
Q1 		$37.5K Hold
1,280
– – 0.03% 166
2024
Q4 		$36K Buy
+1,280
New +$39.9K 0.03% 172

Other funds holding WY

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Asset Planning Inc's WY Position: Q4 2025 in Review

Asset Planning Inc sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 1,280 shares — an estimated $31.7K sold.

Asset Planning Inc first reported a position in WY in Q4 2024 and held it in 4 quarters. The position peaked at $37.5K in Q1 2025. 876 funds tracked by Wall St. Rank hold WY as of Q4 2025.

  • Asset Planning Inc reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
  • Asset Planning Inc sold 1,280 Weyerhaeuser shares in Q4 2025, an estimated $31.7K.
  • Asset Planning Inc first reported a position in Weyerhaeuser in Q4 2024 and held it in 4 quarters.
  • Asset Planning Inc's Weyerhaeuser position peaked at $37.5K in Q1 2025.
  • 876 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.