Balance Wealth
WY icon

Balance Wealth’s Weyerhaeuser WY Stock Holding History

Balance 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
Q3 		$739 Buy
+39
New +$910 ﹤0.01% 866

Other funds holding WY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balance Wealth's WY Position: Q3 2026 in Review

Balance Wealth opened a new position in Weyerhaeuser (WY) in Q3 2026: 39 shares worth $739. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings.

711 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Balance Wealth held 39 shares of Weyerhaeuser worth $739 as of Q3 2026.
  • Weyerhaeuser was a new Balance Wealth position in Q3 2026.
  • Weyerhaeuser made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #866 holding.
  • 711 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.