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
Q2 		– Sell
-2,000
Closed -$48.9K – 3409
2026
Q1 		$48.9K Buy
+2,000
New +$50.3K ﹤0.01% 2901

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

CAPTRUST Financial Advisors's WY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Weyerhaeuser (WY) stake by 11% in Q2 2026, buying an estimated $406K and bringing the position to 165,944 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #922.

CAPTRUST Financial Advisors first reported a position in WY in Q4 2018 and has held it in 21 quarters since. The position peaked at $7.4M in Q4 2023. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • CAPTRUST Financial Advisors held 165,944 shares of Weyerhaeuser worth $3.97M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 16,698 Weyerhaeuser shares in Q2 2026, an estimated $406K.
  • Weyerhaeuser made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #922 holding.
  • CAPTRUST Financial Advisors first reported a position in Weyerhaeuser in Q4 2018 and has held it in 21 quarters since.
  • CAPTRUST Financial Advisors's Weyerhaeuser position peaked at $7.4M in Q4 2023.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.