Corient IA’s Weyerhaeuser WY Stock Holding History

Corient IA’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 Q3	–	Sell	-10,000	Closed	-$257K	–	289
2025 Q2	$257K	Hold	10,000	–	–	0.15%	247
2025 Q1	$293K	Buy	+10,000	New	+$298K	0.21%	214

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Corient IA's WY Position: Q3 2025 in Review

Corient IA sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 10,000 shares — an estimated $257K sold.

Corient IA first reported a position in WY in Q1 2025 and held it in 2 quarters. The position peaked at $293K in Q1 2025. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Corient IA reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Corient IA sold 10,000 Weyerhaeuser shares in Q3 2025, an estimated $257K.
Corient IA first reported a position in Weyerhaeuser in Q1 2025 and held it in 2 quarters.
Corient IA's Weyerhaeuser position peaked at $293K in Q1 2025.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.