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Crestwood Advisors Group’s Weyerhaeuser WY Stock Holding History

Crestwood Advisors 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
Q2 		$1.04M Sell
43,405
-9,765
-18% -$237K 0.02% 311
2026
Q1 		$1.3M Sell
53,170
-1,340
-2% -$33.7K 0.02% 275
2025
Q4 		$1.29M Sell
54,510
-21,597
-28% -$500K 0.02% 255
2025
Q3 		$1.89M Sell
76,107
-22,066
-22% -$564K 0.03% 220
2025
Q2 		$2.52M Sell
98,173
-3,280
-3% -$85.8K 0.05% 181
2025
Q1 		$2.97M Sell
101,453
-3,794
-4% -$113K 0.06% 168
2024
Q4 		$2.96M Sell
105,247
-17,726
-14% -$553K 0.06% 159
2024
Q3 		$4.16M Sell
122,973
-9,782
-7% -$301K 0.08% 138
2024
Q2 		$3.77M Sell
132,755
-14,839
-10% -$459K 0.08% 135
2024
Q1 		$5.3M Sell
147,594
-31,813
-18% -$1.08M 0.12% 115
2023
Q4 		$6.24M Sell
179,407
-2,628
-1% -$81.8K 0.15% 110
2023
Q3 		$5.58M Buy
182,035
+165,670
+1,012% +$5.45M 0.15% 106
2023
Q2 		$548K Hold
16,365
– – 0.02% 178
2023
Q1 		$493K Hold
16,365
– – 0.02% 189
2022
Q4 		$507K Hold
16,365
– – 0.02% 187
2022
Q3 		$467K Hold
16,365
– – 0.02% 198
2022
Q2 		$542K Sell
16,365
-19
-0.1% -$724 0.02% 187
2022
Q1 		$621K Buy
16,384
+19
+0.1% +$753 0.02% 193
2021
Q4 		$674K Hold
16,365
– – 0.02% 189
2021
Q3 		$582K Hold
16,365
– – 0.02% 187
2021
Q2 		$563K Sell
16,365
-443
-3% -$16.4K 0.02% 192
2021
Q1 		$598K Sell
16,808
-53
-0.3% -$1.8K 0.02% 182
2020
Q4 		$565K Buy
+16,861
New +$507K 0.02% 183

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 $59.9B AUM 27.01% 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

Crestwood Advisors Group's WY Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Weyerhaeuser (WY) stake by 18% in Q2 2026, selling an estimated $237K and leaving 43,405 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #311.

Crestwood Advisors Group first reported a position in WY in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.24M in Q4 2023. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Crestwood Advisors Group held 43,405 shares of Weyerhaeuser worth $1.04M as of Q2 2026.
  • Crestwood Advisors Group sold 9,765 Weyerhaeuser shares in Q2 2026, an estimated $237K.
  • Weyerhaeuser made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #311 holding.
  • Crestwood Advisors Group first reported a position in Weyerhaeuser in Q4 2020 and has held it in 23 quarters since.
  • Crestwood Advisors Group's Weyerhaeuser position peaked at $6.24M in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.