BC
WY icon

Broadwater Capital’s Weyerhaeuser WY Stock Holding History

Broadwater Capital’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 		$34.5K Hold
1,440
– – 0.03% 113
2026
Q1 		$34.1K Hold
1,440
– – 0.03% 115
2025
Q4 		$34.1K Hold
1,440
– – 0.03% 115
2025
Q3 		$35.7K Sell
1,440
-35,554
-96% -$909K 0.03% 117
2025
Q2 		$37K Buy
36,994
+35,554
+2,469% +$930K 0.03% 118
2025
Q1 		$42.2K Hold
1,440
– – 0.03% 113
2024
Q4 		$40.5K Hold
1,440
– – 0.03% 116
2024
Q3 		$48.8K Sell
1,440
-640
-31% -$19.7K 0.04% 118
2024
Q2 		$59.1K Hold
2,080
– – 0.05% 114
2024
Q1 		$74.7K Hold
2,080
– – 0.06% 104
2023
Q4 		$72.3K Buy
+2,080
New +$64.7K 0.06% 107

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

Broadwater Capital's WY Position: Q2 2026 in Review

Broadwater Capital held its Weyerhaeuser (WY) position steady in Q2 2026 at 1,440 shares worth $34.5K. The position accounts for 0.03% of the portfolio, ranked #113.

Broadwater Capital first reported a position in WY in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.7K in Q1 2024. 904 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Broadwater Capital held 1,440 shares of Weyerhaeuser worth $34.5K as of Q2 2026.
  • Broadwater Capital left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #113 holding.
  • Broadwater Capital first reported a position in Weyerhaeuser in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Weyerhaeuser position peaked at $74.7K in Q1 2024.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.