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Beacon Pointe Advisors’s Weyerhaeuser WY Stock Holding History

Beacon Pointe Advisors’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 		$897K Buy
36,718
+1,445
+4% +$36.3K ﹤0.01% 1039
2025
Q4 		$836K Buy
35,273
+1,258
+4% +$29.1K 0.01% 889
2025
Q3 		$843K Sell
34,015
-7,844
-19% -$201K 0.01% 823
2025
Q2 		$1.08M Buy
41,859
+279
+0.7% +$7.3K 0.01% 650
2025
Q1 		$1.22M Buy
41,580
+40
+0.1% +$1.19K 0.01% 580
2024
Q4 		$1.17M Sell
41,540
-2,877
-6% -$89.8K 0.01% 597
2024
Q3 		$1.5M Sell
44,417
-11,875
-21% -$365K 0.02% 530
2024
Q2 		$1.6M Sell
56,292
-3,294
-6% -$102K 0.02% 529
2024
Q1 		$2.14M Buy
59,586
+1,494
+3% +$50.6K 0.02% 481
2023
Q4 		$2.02M Sell
58,092
-6,027
-9% -$188K 0.02% 481
2023
Q3 		$1.97M Buy
64,119
+40,674
+173% +$1.34M 0.02% 462
2023
Q2 		$786K Sell
23,445
-34,735
-60% -$1.05M 0.01% 590
2023
Q1 		$1.75M Buy
58,180
+33,108
+132% +$1.04M 0.03% 422
2022
Q4 		$777K Buy
25,072
+9,421
+60% +$292K 0.02% 565
2022
Q3 		$451K Buy
15,651
+4,229
+37% +$144K 0.01% 672
2022
Q2 		$379K Sell
11,422
-8,744
-43% -$333K 0.01% 742
2022
Q1 		$764K Buy
20,166
+9,880
+96% +$392K 0.01% 688
2021
Q4 		$424K Sell
10,286
-3,418
-25% -$130K 0.01% 618
2021
Q3 		$487K Buy
13,704
+6,491
+90% +$227K 0.01% 548
2021
Q2 		$248K Buy
+7,213
New +$268K 0.01% 721

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Pointe Advisors's WY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Weyerhaeuser (WY) stake by 4.1% in Q1 2026, buying an estimated $36.3K and bringing the position to 36,718 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Beacon Pointe Advisors first reported a position in WY in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.14M in Q1 2024. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Beacon Pointe Advisors held 36,718 shares of Weyerhaeuser worth $897K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,445 Weyerhaeuser shares in Q1 2026, an estimated $36.3K.
  • Weyerhaeuser made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1039 holding.
  • Beacon Pointe Advisors first reported a position in Weyerhaeuser in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Weyerhaeuser position peaked at $2.14M in Q1 2024.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.