CAPTRUST Financial Advisors
WY icon

CAPTRUST Financial Advisors’s Weyerhaeuser WY Stock Holding History

CAPTRUST Financial 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 		$48.9K Buy
+2,000
New +$50.3K ﹤0.01% 2901

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

CAPTRUST Financial Advisors's WY Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Weyerhaeuser (WY) stake by 5.1% in Q1 2026, buying an estimated $181K and bringing the position to 149,246 shares worth $3.65M. The position accounts for 0.01% of the portfolio, ranked #906.

CAPTRUST Financial Advisors first reported a position in WY in Q4 2018 and has held it in 20 quarters since. The position peaked at $7.4M in Q4 2023. 896 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • CAPTRUST Financial Advisors held 149,246 shares of Weyerhaeuser worth $3.65M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 7,180 Weyerhaeuser shares in Q1 2026, an estimated $181K.
  • Weyerhaeuser made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #906 holding.
  • CAPTRUST Financial Advisors first reported a position in Weyerhaeuser in Q4 2018 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's Weyerhaeuser position peaked at $7.4M in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

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