Aventura Private Wealth’s Weyerhaeuser WY Stock Holding History

Aventura Private Wealth’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	–	Sell	-10	Closed	-$237	–	945
2025 Q4	$237	Buy	+10	New	+$231	﹤0.01%	831

Other funds holding WY

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aventura Private Wealth's WY Position: Q1 2026 in Review

Aventura Private Wealth sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 10 shares — an estimated $237 sold.

Aventura Private Wealth first reported a position in WY in Q4 2025 and held it in 1 quarter. The position peaked at $237 in Q4 2025. 901 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Aventura Private Wealth reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
Aventura Private Wealth sold 10 Weyerhaeuser shares in Q1 2026, an estimated $237.
Aventura Private Wealth first reported a position in Weyerhaeuser in Q4 2025 and held it in 1 quarter.
Aventura Private Wealth's Weyerhaeuser position peaked at $237 in Q4 2025.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.