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Caldwell Trust’s Weyerhaeuser WY Stock Holding History

Caldwell Trust’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 		$127K Sell
5,316
-1,519
-22% -$36.9K 0.01% 380
2026
Q1 		$167K Sell
6,835
-867
-11% -$21.8K 0.01% 353
2025
Q4 		$182K Sell
7,702
-540
-7% -$12.5K 0.02% 335
2025
Q3 		$204K Hold
8,242
– – 0.02% 318
2025
Q2 		$212K Sell
8,242
-5,000
-38% -$131K 0.02% 311
2025
Q1 		$388K Hold
13,242
– – 0.04% 231
2024
Q4 		$373K Hold
13,242
– – 0.04% 242
2024
Q3 		$448K Sell
13,242
-2,021
-13% -$62.1K 0.05% 232
2024
Q2 		$433K Sell
15,263
-1,260
-8% -$39K 0.05% 229
2024
Q1 		$593K Sell
16,523
-960
-5% -$32.5K 0.07% 193
2023
Q4 		$608K Sell
17,483
-400
-2% -$12.4K 0.08% 186
2023
Q3 		$548K Sell
17,883
-295
-2% -$9.71K 0.07% 190
2023
Q2 		$609K Sell
18,178
-540
-3% -$16.3K 0.08% 182
2023
Q1 		$564K Sell
18,718
-375
-2% -$11.8K 0.08% 186
2022
Q4 		$592K Sell
19,093
-1,500
-7% -$46.5K 0.08% 184
2022
Q3 		$588K Hold
20,593
– – 0.09% 175
2022
Q2 		$682K Sell
20,593
-3,100
-13% -$118K 0.09% 160
2022
Q1 		$898K Sell
23,693
-35
-0.1% -$1.39K 0.11% 153
2021
Q4 		$977K Hold
23,728
– – 0.11% 142
2021
Q3 		$844K Buy
23,728
+376
+2% +$13.2K 0.11% 149
2021
Q2 		$804K Sell
23,352
-1,500
-6% -$55.7K 0.11% 149
2021
Q1 		$885K Buy
24,852
+400
+2% +$13.6K 0.12% 141
2020
Q4 		$820K Sell
24,452
-1,090
-4% -$32.8K 0.12% 132
2020
Q3 		$728K Sell
25,542
-1,636
-6% -$44.9K 0.12% 130
2020
Q2 		$610K Sell
27,178
-12,895
-32% -$261K 0.1% 146
2020
Q1 		$679K Sell
40,073
-48
-0.1% -$1.26K 0.13% 131
2019
Q4 		$1.21M Buy
+40,121
New +$1.16M 0.19% 113

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

Caldwell Trust's WY Position: Q2 2026 in Review

Caldwell Trust reduced its Weyerhaeuser (WY) stake by 22% in Q2 2026, selling an estimated $36.9K and leaving 5,316 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #380.

Caldwell Trust first reported a position in WY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.21M in Q4 2019. 903 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Caldwell Trust held 5,316 shares of Weyerhaeuser worth $127K as of Q2 2026.
  • Caldwell Trust sold 1,519 Weyerhaeuser shares in Q2 2026, an estimated $36.9K.
  • Weyerhaeuser made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #380 holding.
  • Caldwell Trust first reported a position in Weyerhaeuser in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Weyerhaeuser position peaked at $1.21M in Q4 2019.
  • 903 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.