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Diversify Wealth Management’s Weyerhaeuser WY Stock Holding History

Diversify Wealth 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 		$291K Sell
12,189
-9,086
-43% -$221K ﹤0.01% 1066
2026
Q1 		$516K Buy
+21,275
New +$535K 0.01% 805

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

Diversify Wealth Management's WY Position: Q2 2026 in Review

Diversify Wealth Management reduced its Weyerhaeuser (WY) stake by 43% in Q2 2026, selling an estimated $221K and leaving 12,189 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Diversify Wealth Management first reported a position in WY in Q1 2026 and has held it in 2 quarters since. The position peaked at $516K in Q1 2026. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Diversify Wealth Management held 12,189 shares of Weyerhaeuser worth $291K as of Q2 2026.
  • Diversify Wealth Management sold 9,086 Weyerhaeuser shares in Q2 2026, an estimated $221K.
  • Weyerhaeuser made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1066 holding.
  • Diversify Wealth Management first reported a position in Weyerhaeuser in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Weyerhaeuser position peaked at $516K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.