EWP
WY icon

Elevation Wealth Partners’s Weyerhaeuser WY Stock Holding History

Elevation Wealth Partners’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 		$1.87K Buy
78
+18
+30% +$437 ﹤0.01% 1211
2026
Q1 		$1.47K Buy
+60
New +$1.51K ﹤0.01% 957
2025
Q1 		– Sell
-1,600
Closed -$47.6K – 517
2024
Q4 		$45K Hold
1,600
– – 0.02% 238
2024
Q3 		$54.2K Hold
1,600
– – 0.02% 214
2024
Q2 		$45.4K Hold
1,600
– – 0.02% 221
2024
Q1 		$57.5K Hold
1,600
– – 0.03% 206
2023
Q4 		$49.1K Hold
1,600
– – 0.03% 210
2023
Q3 		$49.1K Hold
1,600
– – 0.04% 149
2023
Q2 		$53.6K Hold
1,600
– – 0.05% 145
2023
Q1 		$48.2K Buy
+1,600
New +$50.4K 0.04% 157

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

Elevation Wealth Partners's WY Position: Q2 2026 in Review

Elevation Wealth Partners increased its Weyerhaeuser (WY) stake by 30% in Q2 2026, buying an estimated $437 and bringing the position to 78 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Elevation Wealth Partners first reported a position in WY in Q1 2023 and has held it in 10 quarters since. The position peaked at $57.5K in Q1 2024. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Elevation Wealth Partners held 78 shares of Weyerhaeuser worth $1.87K as of Q2 2026.
  • Elevation Wealth Partners bought 18 Weyerhaeuser shares in Q2 2026, an estimated $437.
  • Weyerhaeuser made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1211 holding.
  • Elevation Wealth Partners first reported a position in Weyerhaeuser in Q1 2023 and has held it in 10 quarters since.
  • Elevation Wealth Partners's Weyerhaeuser position peaked at $57.5K in Q1 2024.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.