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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
Q2 		$752K Sell
31,417
-5,301
-14% -$129K ﹤0.01% 1160
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 $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

Beacon Pointe Advisors's WY Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Weyerhaeuser (WY) stake by 14% in Q2 2026, selling an estimated $129K and leaving 31,417 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Beacon Pointe Advisors first reported a position in WY in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q1 2024. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Beacon Pointe Advisors held 31,417 shares of Weyerhaeuser worth $752K as of Q2 2026.
  • Beacon Pointe Advisors sold 5,301 Weyerhaeuser shares in Q2 2026, an estimated $129K.
  • Weyerhaeuser made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1160 holding.
  • Beacon Pointe Advisors first reported a position in Weyerhaeuser in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Weyerhaeuser position peaked at $2.14M in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.