Cassaday & Co Wealth Management’s Weyerhaeuser WY Stock Holding History

Cassaday & Co Wealth Management’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	$234K	Hold	9,576	–	–	0.01%	315
2025 Q4	$227K	Sell	9,576 -51	-0.5%	-$1.18K	﹤0.01%	328
2025 Q3	$239K	Sell	9,627 -9	-0.1%	-$230	0.01%	310
2025 Q2	$248K	Sell	9,636 -47	-0.5%	-$1.23K	0.01%	298
2025 Q1	$284K	Buy	9,683 +107	+1%	+$3.18K	0.01%	263
2024 Q4	$270K	Hold	9,576	–	–	0.01%	266
2024 Q3	$324K	Sell	9,576 -9	-0.1%	-$277	0.01%	228
2024 Q2	$272K	Sell	9,585 -55	-0.6%	-$1.7K	0.01%	239
2024 Q1	$346K	Buy	9,640 +64	+0.7%	+$2.17K	0.01%	208
2023 Q4	$333K	Hold	9,576	–	–	0.01%	192
2023 Q3	$294K	Hold	9,576	–	–	0.01%	193
2023 Q2	$321K	Hold	9,576	–	–	0.01%	190
2023 Q1	$289K	Hold	9,576	–	–	0.01%	206
2022 Q4	$297K	Buy	+9,576	New	+$297K	0.01%	197

Other funds holding WY

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 New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassaday & Co Wealth Management's WY Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Weyerhaeuser (WY) position steady in Q1 2026 at 9,576 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #315.

Cassaday & Co Wealth Management first reported a position in WY in Q4 2022 and has held it in 14 quarters since. The position peaked at $346K in Q1 2024. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Cassaday & Co Wealth Management held 9,576 shares of Weyerhaeuser worth $234K as of Q1 2026.
Cassaday & Co Wealth Management left its Weyerhaeuser share count unchanged in Q1 2026.
Weyerhaeuser made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #315 holding.
Cassaday & Co Wealth Management first reported a position in Weyerhaeuser in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Weyerhaeuser position peaked at $346K in Q1 2024.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.