CoreCap Advisors’s Weyerhaeuser WY Stock Holding History

CoreCap 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 Q3	$42.7K	Sell	2,240 -9	-0.4%	-$210	﹤0.01%	1484
2026 Q2	$53.8K	Sell	2,249 -5	-0.2%	-$121	﹤0.01%	1376
2026 Q1	$55.1K	Buy	2,254 +5	+0.2%	+$126	﹤0.01%	1259
2025 Q4	$53.3K	Buy	2,249 +487	+28%	+$11.3K	﹤0.01%	1309
2025 Q3	$43.7K	Sell	1,762 -24	-1%	-$614	﹤0.01%	1379
2025 Q2	$45.9K	Sell	1,786 -101	-5%	-$2.64K	﹤0.01%	1289
2025 Q1	$55.3K	Buy	1,887 +130	+7%	+$3.87K	﹤0.01%	1134
2024 Q4	$49.5K	Hold	1,757	–	–	﹤0.01%	1186
2024 Q3	$59.5K	Buy	+1,757	New	+$54K	﹤0.01%	1118
2024 Q2	–	Sell	-1,759	Closed	-$63.2K	–	2614
2024 Q1	$63.2K	Buy	+1,759	New	+$59.5K	﹤0.01%	1023
2022 Q4	$204K	Buy	+6,591	New	+$204K	0.01%	529
2022 Q3	–	Sell	-1,757	Closed	-$58K	–	2127
2022 Q2	$58K	Buy	+1,757	New	+$67K	﹤0.01%	897
2022 Q1	–	Sell	-3,057	Closed	-$126K	–	2123
2021 Q4	$126K	Buy	+3,057	New	+$116K	0.01%	668

Other funds holding WY

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

CoreCap Advisors's WY Position: Q3 2026 in Review

CoreCap Advisors reduced its Weyerhaeuser (WY) stake by 0.4% in Q3 2026, selling an estimated $210 and leaving 2,240 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

CoreCap Advisors first reported a position in WY in Q4 2021 and has held it in 13 quarters since. The position peaked at $204K in Q4 2022. 195 funds tracked by Wall St. Rank hold WY as of Q3 2026.

CoreCap Advisors held 2,240 shares of Weyerhaeuser worth $42.7K as of Q3 2026.
CoreCap Advisors sold 9 Weyerhaeuser shares in Q3 2026, an estimated $210.
Weyerhaeuser made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1484 holding.
CoreCap Advisors first reported a position in Weyerhaeuser in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Weyerhaeuser position peaked at $204K in Q4 2022.
195 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.