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Avion Wealth’s Weyerhaeuser WY Stock Holding History

Avion 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
Q2 		$5K Buy
217
+69
+47% +$1.68K ﹤0.01% 817
2026
Q1 		$3K Sell
148
-22
-13% -$553 ﹤0.01% 825
2025
Q4 		$4K Buy
170
+130
+325% +$3.01K ﹤0.01% 750
2025
Q3 		$0 Sell
40
-56
-58% -$1.43K ﹤0.01% 1587
2025
Q2 		$2K Buy
96
+67
+231% +$1.75K ﹤0.01% 871
2025
Q1 		$0 Buy
+29
New +$863 ﹤0.01% 1388
2024
Q4 		– Sell
-32
Closed -$1K – 1304
2024
Q3 		$1K Hold
32
– – ﹤0.01% 931
2024
Q2 		$0 Buy
32
+2
+7% +$62 ﹤0.01% 1292
2024
Q1 		$2K Buy
+30
New +$1.01K ﹤0.01% 805
2023
Q4 		– Sell
-101
Closed -$3K – 1375
2023
Q3 		$3K Buy
101
+84
+494% +$2.77K ﹤0.01% 444
2023
Q2 		$0 Buy
+17
New +$512 ﹤0.01% 1067

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 $59.9B AUM 27.01% 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

Avion Wealth's WY Position: Q2 2026 in Review

Avion Wealth increased its Weyerhaeuser (WY) stake by 47% in Q2 2026, buying an estimated $1.68K and bringing the position to 217 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Avion Wealth first reported a position in WY in Q2 2023 and has held it in 11 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Avion Wealth held 217 shares of Weyerhaeuser worth $5K as of Q2 2026.
  • Avion Wealth bought 69 Weyerhaeuser shares in Q2 2026, an estimated $1.68K.
  • Weyerhaeuser made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #817 holding.
  • Avion Wealth first reported a position in Weyerhaeuser in Q2 2023 and has held it in 11 quarters since.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.