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Carson Advisory’s Weyerhaeuser WY Stock Holding History

Carson Advisory’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
2025
Q3 		– Sell
-9,400
Closed -$241K – 180
2025
Q2 		$241K Sell
9,400
-1,218
-11% -$31.9K 0.15% 150
2025
Q1 		$311K Sell
10,618
-9,594
-47% -$285K 0.21% 111
2024
Q4 		$569K Sell
20,212
-3,499
-15% -$109K 0.4% 65
2024
Q3 		$803K Sell
23,711
-2,550
-10% -$78.4K 0.5% 58
2024
Q2 		$746K Sell
26,261
-2,699
-9% -$83.5K 0.52% 56
2024
Q1 		$1.04M Sell
28,960
-399
-1% -$13.5K 0.73% 36
2023
Q4 		$1.02M Sell
29,359
-900
-3% -$28K 0.79% 32
2023
Q3 		$928K Sell
30,259
-1,149
-4% -$37.8K 0.81% 33
2023
Q2 		$1.05M Sell
31,408
-750
-2% -$22.6K 0.89% 31
2023
Q1 		$969K Buy
32,158
+204
+0.6% +$6.43K 0.86% 33
2022
Q4 		$991K Sell
31,954
-1,800
-5% -$55.8K 0.95% 28
2022
Q3 		$964K Sell
33,754
-299
-0.9% -$10.2K 1.07% 25
2022
Q2 		$1.13M Buy
34,053
+400
+1% +$15.3K 1.26% 19
2022
Q1 		$1.27M Buy
33,653
+6,053
+22% +$240K 1.27% 21
2021
Q4 		$1.14M Buy
+27,600
New +$1.05M 1.15% 24

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Carson Advisory's WY Position: Q3 2025 in Review

Carson Advisory sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 9,400 shares — an estimated $241K sold.

Carson Advisory first reported a position in WY in Q4 2021 and held it in 15 quarters. The position peaked at $1.27M in Q1 2022. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Carson Advisory reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Carson Advisory sold 9,400 Weyerhaeuser shares in Q3 2025, an estimated $241K.
  • Carson Advisory first reported a position in Weyerhaeuser in Q4 2021 and held it in 15 quarters.
  • Carson Advisory's Weyerhaeuser position peaked at $1.27M in Q1 2022.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Carson Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.