Davidson Trust Company’s Weyerhaeuser WY Stock Holding History

Davidson Trust Company’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 Q2	–	Sell	-7,871	Closed	-$230K	–	167
2025 Q1	$230K	Buy	7,871 +128	+2%	+$3.81K	0.11%	153
2024 Q4	$218K	Hold	7,743	–	–	0.11%	150
2024 Q3	$262K	Sell	7,743 -82	-1%	-$2.52K	0.13%	136
2024 Q2	$222K	Buy	7,825 +1,551	+25%	+$48K	0.15%	131
2024 Q1	$225K	Sell	6,274 -900	-13%	-$30.5K	0.13%	134
2023 Q4	$249K	Hold	7,174	–	–	0.16%	120
2023 Q3	$220K	Buy	7,174 +900	+14%	+$29.6K	0.16%	118
2023 Q2	$210K	Buy	+6,274	New	+$189K	0.15%	121

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Davidson Trust Company's WY Position: Q2 2025 in Review

Davidson Trust Company sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 7,871 shares — an estimated $230K sold.

Davidson Trust Company first reported a position in WY in Q2 2023 and held it in 8 quarters. The position peaked at $262K in Q3 2024. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Davidson Trust Company reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Davidson Trust Company sold 7,871 Weyerhaeuser shares in Q2 2025, an estimated $230K.
Davidson Trust Company first reported a position in Weyerhaeuser in Q2 2023 and held it in 8 quarters.
Davidson Trust Company's Weyerhaeuser position peaked at $262K in Q3 2024.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Davidson Trust Company's 13F filing for Q2 2025, filed 28 Jul 2025.