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Badgley Phelps Wealth Managers’s Weyerhaeuser WY Stock Holding History

Badgley Phelps Wealth Managers’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 		$285K Sell
11,890
-1,057
-8% -$25.7K 0.01% 298
2026
Q1 		$316K Sell
12,947
-464
-3% -$11.7K 0.01% 278
2025
Q4 		$318K Sell
13,411
-328
-2% -$7.59K 0.01% 276
2025
Q3 		$341K Sell
13,739
-2,482
-15% -$63.5K 0.01% 255
2025
Q2 		$417K Buy
16,221
+531
+3% +$13.9K 0.01% 227
2025
Q1 		$459K Sell
15,690
-1,148
-7% -$34.2K 0.01% 218
2024
Q4 		$474K Buy
16,838
+296
+2% +$9.24K 0.01% 215
2024
Q3 		$560K Buy
16,542
+430
+3% +$13.2K 0.01% 201
2024
Q2 		$457K Sell
16,112
-250
-2% -$7.73K 0.01% 202
2024
Q1 		$588K Sell
16,362
-363
-2% -$12.3K 0.01% 188
2023
Q4 		$582K Buy
+16,725
New +$520K 0.02% 185

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

Badgley Phelps Wealth Managers's WY Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Weyerhaeuser (WY) stake by 8.2% in Q2 2026, selling an estimated $25.7K and leaving 11,890 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #298.

Badgley Phelps Wealth Managers first reported a position in WY in Q4 2023 and has held it in 11 quarters since. The position peaked at $588K in Q1 2024. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Badgley Phelps Wealth Managers held 11,890 shares of Weyerhaeuser worth $285K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,057 Weyerhaeuser shares in Q2 2026, an estimated $25.7K.
  • Weyerhaeuser made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #298 holding.
  • Badgley Phelps Wealth Managers first reported a position in Weyerhaeuser in Q4 2023 and has held it in 11 quarters since.
  • Badgley Phelps Wealth Managers's Weyerhaeuser position peaked at $588K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

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