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Congress Wealth Management’s Weyerhaeuser WY Stock Holding History

Congress 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
2025
Q2 		$1.53M Sell
59,414
-1,944
-3% -$50.9K 0.01% 608
2025
Q1 		$1.8M Buy
61,358
+5,932
+11% +$177K 0.02% 516
2024
Q4 		$1.56M Buy
55,426
+1,253
+2% +$39.1K 0.02% 449
2024
Q3 		$1.83M Buy
54,173
+4
+0% +$123 0.02% 437
2024
Q2 		$1.54M Sell
54,169
-719
-1% -$22.2K 0.02% 382
2024
Q1 		$1.97M Sell
54,888
-1,635
-3% -$55.3K 0.03% 318
2023
Q4 		$1.97M Buy
56,523
+3,656
+7% +$114K 0.04% 314
2023
Q3 		$1.62M Buy
52,867
+6,275
+13% +$207K 0.03% 327
2023
Q2 		$1.56M Sell
46,592
-882
-2% -$26.6K 0.04% 298
2023
Q1 		$1.43M Buy
47,474
+892
+2% +$28.1K 0.03% 307
2022
Q4 		$1.44M Sell
46,582
-897
-2% -$27.8K 0.04% 300
2022
Q3 		$1.36M Sell
47,479
-945
-2% -$32.2K 0.04% 301
2022
Q2 		$1.6M Sell
48,424
-1,999
-4% -$76.2K 0.04% 294
2022
Q1 		$1.91M Buy
50,423
+223
+0.4% +$8.84K 0.04% 295
2021
Q4 		$2.07M Buy
+50,200
New +$1.91M 0.04% 307

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Wealth Management's WY Position: Q2 2025 in Review

Congress Wealth Management reduced its Weyerhaeuser (WY) stake by 3.2% in Q2 2025, selling an estimated $50.9K and leaving 59,414 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #608.

Congress Wealth Management first reported a position in WY in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2021. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Congress Wealth Management held 59,414 shares of Weyerhaeuser worth $1.53M as of Q2 2025.
  • Congress Wealth Management sold 1,944 Weyerhaeuser shares in Q2 2025, an estimated $50.9K.
  • Weyerhaeuser made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #608 holding.
  • Congress Wealth Management first reported a position in Weyerhaeuser in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Weyerhaeuser position peaked at $2.07M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.