AWM
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Avior Wealth Management’s Weyerhaeuser WY Stock Holding History

Avior Wealth Management’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 		$370K Sell
15,452
-158
-1% -$3.84K 0.01% 594
2026
Q1 		$381K Sell
15,610
-1,253
-7% -$31.5K 0.01% 606
2025
Q4 		$399K Buy
+16,863
New +$390K 0.01% 528
2025
Q1 		– Sell
-6,722
Closed -$189K – 2364
2024
Q4 		$189K Buy
6,722
+281
+4% +$8.77K 0.01% 718
2024
Q3 		$218K Buy
6,441
+19
+0.3% +$584 0.01% 670
2024
Q2 		$182K Sell
6,422
-841
-12% -$26K 0.01% 692
2024
Q1 		$261K Buy
7,263
+1,109
+18% +$37.5K 0.01% 631
2023
Q4 		$214K Sell
6,154
-71
-1% -$2.21K 0.01% 508
2023
Q3 		$191K Buy
6,225
+102
+2% +$3.36K 0.01% 533
2023
Q2 		$205K Hold
6,123
– – 0.01% 520
2023
Q1 		$184K Buy
6,123
+400
+7% +$12.6K 0.01% 542
2022
Q4 		$177K Hold
5,723
– – 0.01% 479
2022
Q3 		$163K Buy
5,723
+834
+17% +$28.4K 0.01% 476
2022
Q2 		$161K Hold
4,889
– – 0.02% 447
2022
Q1 		$185K Hold
4,889
– – 0.02% 440
2021
Q4 		$201K Sell
4,889
-4,889
-50% -$186K 0.02% 430
2021
Q3 		$347K Buy
9,778
+9,278
+1,856% +$325K 0.03% 364
2021
Q2 		$17K Hold
500
– – ﹤0.01% 670
2021
Q1 		$17K Hold
500
– – ﹤0.01% 675
2020
Q4 		$16K Hold
500
– – ﹤0.01% 648
2020
Q3 		$14K Hold
500
– – ﹤0.01% 648
2020
Q2 		$11K Hold
500
– – ﹤0.01% 660
2020
Q1 		$8K Buy
+500
New +$13.2K ﹤0.01% 606
2017
Q2 		– Sell
-400
Closed -$14K – 499
2017
Q1 		$14K Buy
+400
New +$13K ﹤0.01% 327

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

Avior Wealth Management's WY Position: Q2 2026 in Review

Avior Wealth Management reduced its Weyerhaeuser (WY) stake by 1% in Q2 2026, selling an estimated $3.84K and leaving 15,452 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #594.

Avior Wealth Management first reported a position in WY in Q1 2017 and has held it in 24 quarters since. The position peaked at $399K in Q4 2025. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Avior Wealth Management held 15,452 shares of Weyerhaeuser worth $370K as of Q2 2026.
  • Avior Wealth Management sold 158 Weyerhaeuser shares in Q2 2026, an estimated $3.84K.
  • Weyerhaeuser made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Avior Wealth Management first reported a position in Weyerhaeuser in Q1 2017 and has held it in 24 quarters since.
  • Avior Wealth Management's Weyerhaeuser position peaked at $399K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.