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
Q3 		$2.93K Buy
154
+76
+97% +$1.77K ﹤0.01% 1194
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

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's WY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Weyerhaeuser (WY) stake by 97% in Q3 2026, buying an estimated $1.77K and bringing the position to 154 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Elevation Wealth Partners first reported a position in WY in Q1 2023 and has held it in 11 quarters since. The position peaked at $57.5K in Q1 2024. 26 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Elevation Wealth Partners held 154 shares of Weyerhaeuser worth $2.93K as of Q3 2026.
  • Elevation Wealth Partners bought 76 Weyerhaeuser shares in Q3 2026, an estimated $1.77K.
  • Weyerhaeuser made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1194 holding.
  • Elevation Wealth Partners first reported a position in Weyerhaeuser in Q1 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Weyerhaeuser position peaked at $57.5K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.