Cornerstone Planning Group’s Weyerhaeuser WY Stock Holding History

Cornerstone Planning Group’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	–	Sell	-274	Closed	-$6.53K	–	1740
2026 Q2	$6.53K	Sell	274 -33	-11%	-$802	﹤0.01%	1019
2026 Q1	$7.27K	Buy	307 +155	+102%	+$3.9K	﹤0.01%	994
2025 Q4	$3.96K	Sell	152 -99	-39%	-$2.29K	﹤0.01%	1035
2025 Q3	$14.5K	Buy	251 +165	+192%	+$4.22K	﹤0.01%	668
2025 Q2	$2.22K	Sell	86 -10	-10%	-$262	﹤0.01%	916
2025 Q1	$2.43K	Buy	96 +56	+140%	+$1.67K	﹤0.01%	940
2024 Q4	$1.23K	Buy	40 +22	+122%	+$687	﹤0.01%	914
2024 Q3	$556	Buy	+18	New	+$553	﹤0.01%	1064

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

Cornerstone Planning Group's WY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Weyerhaeuser (WY) in Q3 2026, closing a stake of 274 shares — an estimated $6.53K sold.

Cornerstone Planning Group first reported a position in WY in Q3 2024 and held it in 8 quarters. The position peaked at $14.5K in Q3 2025. 176 funds tracked by Wall St. Rank hold WY as of Q3 2026.

Cornerstone Planning Group reported no remaining Weyerhaeuser position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 274 Weyerhaeuser shares in Q3 2026, an estimated $6.53K.
Cornerstone Planning Group first reported a position in Weyerhaeuser in Q3 2024 and held it in 8 quarters.
Cornerstone Planning Group's Weyerhaeuser position peaked at $14.5K in Q3 2025.
176 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.