Clearstead Trust’s Weyerhaeuser WY Stock Holding History

Clearstead Trust’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	$8.19K	Hold	335	–	–	﹤0.01%	637
2025 Q4	$7.94K	Buy	335 +94	+39%	+$2.17K	﹤0.01%	655
2025 Q3	$5.97K	Buy	241 +177	+277%	+$4.53K	﹤0.01%	723
2025 Q2	$1.65K	Buy	64 +3	+5%	+$79	﹤0.01%	1004
2025 Q1	$1.79K	Buy	+61	New	+$1.81K	﹤0.01%	780
2022 Q4	–	Sell	-200	Closed	-$6K	–	402
2022 Q3	$6K	Buy	+200	New	+$6.81K	﹤0.01%	321
2019 Q4	–	Sell	-483	Closed	-$13K	–	200
2019 Q3	$13K	Buy	+483	New	+$12.6K	0.01%	159
2018 Q1	–	Sell	-201	Closed	-$7K	–	196
2017 Q4	$7K	Hold	201	–	–	﹤0.01%	185
2017 Q3	$7K	Buy	+201	New	+$6.6K	0.01%	200

Other funds holding WY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group

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

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

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

T. Rowe Price Associates

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