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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
Q2 		$8.02K Hold
335
– – ﹤0.01% 673
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
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 Trust's WY Position: Q2 2026 in Review

Clearstead Trust held its Weyerhaeuser (WY) position steady in Q2 2026 at 335 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Clearstead Trust first reported a position in WY in Q3 2017 and has held it in 10 quarters since. The position peaked at $13K in Q3 2019. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Clearstead Trust held 335 shares of Weyerhaeuser worth $8.02K as of Q2 2026.
  • Clearstead Trust left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #673 holding.
  • Clearstead Trust first reported a position in Weyerhaeuser in Q3 2017 and has held it in 10 quarters since.
  • Clearstead Trust's Weyerhaeuser position peaked at $13K in Q3 2019.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

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