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Clearstead Advisors’s Weyerhaeuser WY Stock Holding History

Clearstead 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 		$201K Buy
8,399
+4,252
+103% +$103K ﹤0.01% 1066
2026
Q1 		$101K Sell
4,147
-1,161
-22% -$29.2K ﹤0.01% 1135
2025
Q4 		$126K Buy
5,308
+1,525
+40% +$35.3K ﹤0.01% 1054
2025
Q3 		$93.8K Buy
3,783
+53
+1% +$1.35K ﹤0.01% 1073
2025
Q2 		$95.8K Buy
3,730
+340
+10% +$8.9K ﹤0.01% 1075
2025
Q1 		$99.3K Sell
3,390
-776
-19% -$23.1K ﹤0.01% 997
2024
Q4 		$117K Sell
4,166
-722
-15% -$22.5K ﹤0.01% 982
2024
Q3 		$166K Sell
4,888
-274
-5% -$8.42K ﹤0.01% 913
2024
Q2 		$147K Buy
5,162
+775
+18% +$24K ﹤0.01% 914
2024
Q1 		$137K Buy
4,387
+850
+24% +$28.8K 0.01% 535
2023
Q4 		$123K Sell
3,537
-2,547
-42% -$79.3K 0.01% 550
2023
Q3 		$187K Buy
6,084
+2,542
+72% +$83.7K 0.01% 580
2023
Q2 		$119K Sell
3,542
-31
-0.9% -$933 0.01% 536
2023
Q1 		$108K Buy
3,573
+300
+9% +$9.46K 0.01% 495
2022
Q4 		$101K Buy
3,273
+488
+18% +$15.1K 0.01% 493
2022
Q3 		$80K Sell
2,785
-395
-12% -$13.4K 0.01% 514
2022
Q2 		$105K Buy
3,180
+380
+14% +$14.5K 0.01% 496
2022
Q1 		$106K Hold
2,800
– – 0.01% 538
2021
Q4 		$115K Buy
2,800
+693
+33% +$26.3K 0.01% 503
2021
Q3 		$75K Sell
2,107
-82
-4% -$2.87K 0.01% 543
2021
Q2 		$75K Buy
2,189
+139
+7% +$5.16K 0.01% 496
2021
Q1 		$73K Buy
2,050
+1,600
+356% +$54.5K 0.01% 492
2020
Q4 		$15K Hold
450
– – ﹤0.01% 670
2020
Q3 		$13K Buy
450
+250
+125% +$6.87K ﹤0.01% 638
2020
Q2 		$4K Sell
200
-500
-71% -$10.1K ﹤0.01% 698
2020
Q1 		$12K Buy
+700
New +$18.4K ﹤0.01% 558
2017
Q4 		– Sell
-12,469
Closed -$424K – 254
2017
Q3 		$424K Buy
+12,469
New +$409K 0.06% 167

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

Clearstead Advisors's WY Position: Q2 2026 in Review

Clearstead Advisors increased its Weyerhaeuser (WY) stake by 103% in Q2 2026, buying an estimated $103K and bringing the position to 8,399 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Clearstead Advisors first reported a position in WY in Q3 2017 and has held it in 27 quarters since. The position peaked at $424K in Q3 2017. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Clearstead Advisors held 8,399 shares of Weyerhaeuser worth $201K as of Q2 2026.
  • Clearstead Advisors bought 4,252 Weyerhaeuser shares in Q2 2026, an estimated $103K.
  • Weyerhaeuser made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1066 holding.
  • Clearstead Advisors first reported a position in Weyerhaeuser in Q3 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's Weyerhaeuser position peaked at $424K in Q3 2017.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.