Creative Financial Designs’s Weyerhaeuser WY Stock Holding History

Creative Financial Designs’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	$1.47M	Buy	61,600 +4,817	+8%	+$117K	0.07%	233
2026 Q1	$1.39M	Buy	56,783 +3,634	+7%	+$91.4K	0.08%	193
2025 Q4	$1.26M	Buy	53,149 +6,594	+14%	+$153K	0.08%	205
2025 Q3	$1.15M	Buy	+46,555	New	+$1.19M	0.08%	214
2025 Q2	–	Sell	-75	Closed	-$2.2K	–	2181
2025 Q1	$2.2K	Buy	+75	New	+$2.23K	﹤0.01%	1650
2024 Q4	–	Sell	-258	Closed	-$8.73K	–	1853
2024 Q3	$8.73K	Buy	258 +2	+0.8%	+$61	﹤0.01%	1237
2024 Q2	$7.28K	Buy	256 +2	+0.8%	+$62	﹤0.01%	1243
2024 Q1	$9.14K	Buy	254 +2	+0.8%	+$68	﹤0.01%	1168
2023 Q4	$8.76K	Buy	252 +55	+28%	+$1.71K	﹤0.01%	1127
2023 Q3	$6.04K	Hold	197	–	–	﹤0.01%	1145
2023 Q2	$6.6K	Hold	197	–	–	﹤0.01%	1114
2023 Q1	$5.94K	Hold	197	–	–	﹤0.01%	1072
2022 Q4	$6.11K	Hold	197	–	–	﹤0.01%	1000
2022 Q3	$6K	Buy	+197	New	+$6.71K	﹤0.01%	1011
2020 Q1	–	Sell	-1,230	Closed	-$36K	–	609
2019 Q4	$36K	Hold	1,230	–	–	0.02%	275
2019 Q3	$33K	Buy	+1,230	New	+$32.1K	0.02%	276
2017 Q4	–	Sell	-255	Closed	-$9.02K	–	794
2017 Q3	$9K	Sell	255 -830	-76%	-$27.3K	0.01%	433
2017 Q2	$36K	Buy	1,085 +9	+0.8%	+$303	0.02%	262
2017 Q1	$37K	Sell	1,076 -550	-34%	-$17.9K	0.03%	259
2016 Q4	$49K	Buy	+1,626	New	+$50.1K	0.04%	230

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Creative Financial Designs's WY Position: Q2 2026 in Review

Creative Financial Designs increased its Weyerhaeuser (WY) stake by 8.5% in Q2 2026, buying an estimated $117K and bringing the position to 61,600 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #233.

Creative Financial Designs first reported a position in WY in Q4 2016 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Creative Financial Designs held 61,600 shares of Weyerhaeuser worth $1.47M as of Q2 2026.
Creative Financial Designs bought 4,817 Weyerhaeuser shares in Q2 2026, an estimated $117K.
Weyerhaeuser made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #233 holding.
Creative Financial Designs first reported a position in Weyerhaeuser in Q4 2016 and has held it in 20 quarters since.
908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.