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Costello Asset Management’s Weyerhaeuser WY Stock Holding History

Costello Asset 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
2026
Q2 		$40.4K Sell
1,689
-109
-6% -$2.65K 0.01% 280
2026
Q1 		$43.9K Buy
1,798
+1
+0.1% +$25 0.02% 249
2025
Q4 		$42.6K Buy
1,797
+976
+119% +$22.6K 0.01% 254
2025
Q3 		$20.4K Sell
821
-267
-25% -$6.83K 0.01% 372
2025
Q2 		$27.9K Buy
1,088
+3
+0.3% +$79 0.01% 322
2025
Q1 		$31.8K Buy
+1,085
New +$32.3K 0.01% 287

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

Costello Asset Management's WY Position: Q2 2026 in Review

Costello Asset Management reduced its Weyerhaeuser (WY) stake by 6.1% in Q2 2026, selling an estimated $2.65K and leaving 1,689 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #280.

Costello Asset Management first reported a position in WY in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.9K in Q1 2026. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Costello Asset Management held 1,689 shares of Weyerhaeuser worth $40.4K as of Q2 2026.
  • Costello Asset Management sold 109 Weyerhaeuser shares in Q2 2026, an estimated $2.65K.
  • Weyerhaeuser made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #280 holding.
  • Costello Asset Management first reported a position in Weyerhaeuser in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Weyerhaeuser position peaked at $43.9K in Q1 2026.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.