Center for Financial Planning’s Weyerhaeuser WY Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-52	Closed	-$1.29K	–	739
2025 Q3	$1.29K	Hold	52	–	–	﹤0.01%	610
2025 Q2	$1.34K	Hold	52	–	–	﹤0.01%	590
2025 Q1	$1.52K	Hold	52	–	–	﹤0.01%	609
2024 Q4	$1.46K	Hold	52	–	–	﹤0.01%	569
2024 Q3	$1.76K	Hold	52	–	–	﹤0.01%	503
2024 Q2	$1.48K	Hold	52	–	–	﹤0.01%	516
2024 Q1	$1.87K	Hold	52	–	–	﹤0.01%	523
2023 Q4	$1.81K	Hold	52	–	–	﹤0.01%	466
2023 Q3	$1.59K	Hold	52	–	–	﹤0.01%	462
2023 Q2	$1.74K	Hold	52	–	–	﹤0.01%	501
2023 Q1	$1.57K	Sell	52 -169	-76%	-$5.33K	﹤0.01%	463
2022 Q4	$6.85K	Sell	221 -672	-75%	-$20.8K	﹤0.01%	391
2022 Q3	$26K	Buy	893 +672	+304%	+$22.9K	0.01%	271
2022 Q2	$7K	Hold	221	–	–	﹤0.01%	406
2022 Q1	$8K	Hold	221	–	–	﹤0.01%	400
2021 Q4	$9K	Hold	221	–	–	﹤0.01%	399
2021 Q3	$8K	Hold	221	–	–	﹤0.01%	385
2021 Q2	$8K	Hold	221	–	–	﹤0.01%	390
2021 Q1	$8K	Hold	221	–	–	﹤0.01%	419
2020 Q4	$7K	Hold	221	–	–	﹤0.01%	379
2020 Q3	$6K	Hold	221	–	–	﹤0.01%	353
2020 Q2	$5K	Hold	221	–	–	﹤0.01%	368
2020 Q1	$4K	Sell	221 -531	-71%	-$14K	﹤0.01%	444
2019 Q4	$23K	Buy	+752	New	+$21.8K	0.01%	249

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Center for Financial Planning's WY Position: Q4 2025 in Review

Center for Financial Planning sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 52 shares — an estimated $1.29K sold.

Center for Financial Planning first reported a position in WY in Q4 2019 and held it in 24 quarters. The position peaked at $26K in Q3 2022. 874 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Center for Financial Planning reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 52 Weyerhaeuser shares in Q4 2025, an estimated $1.29K.
Center for Financial Planning first reported a position in Weyerhaeuser in Q4 2019 and held it in 24 quarters.
Center for Financial Planning's Weyerhaeuser position peaked at $26K in Q3 2022.
874 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.