Ellenbecker Investment Group’s Weyerhaeuser WY Stock Holding History

Ellenbecker Investment 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	$230K	Hold	9,600	–	–	0.03%	138
2026 Q1	$235K	Hold	9,600	–	–	0.03%	121
2025 Q4	$227K	Hold	9,600	–	–	0.03%	121
2025 Q3	$238K	Hold	9,600	–	–	0.04%	113
2025 Q2	$247K	Hold	9,600	–	–	0.04%	102
2025 Q1	$281K	Hold	9,600	–	–	0.05%	95
2024 Q4	$270K	Hold	9,600	–	–	0.05%	97
2024 Q3	$325K	Hold	9,600	–	–	0.06%	84
2024 Q2	$273K	Hold	9,600	–	–	0.05%	94
2024 Q1	$345K	Hold	9,600	–	–	0.07%	79
2023 Q4	$333K	Hold	9,600	–	–	0.08%	76
2023 Q3	$294K	Hold	9,600	–	–	0.08%	73
2023 Q2	$321K	Hold	9,600	–	–	0.08%	70
2023 Q1	$289K	Hold	9,600	–	–	0.08%	75
2022 Q4	$297K	Hold	9,600	–	–	0.09%	72
2022 Q3	$274K	Hold	9,600	–	–	0.09%	65
2022 Q2	$317K	Hold	9,600	–	–	0.1%	60
2022 Q1	$363K	Hold	9,600	–	–	0.1%	60
2021 Q4	$395K	Buy	+9,600	New	+$365K	0.11%	56

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ellenbecker Investment Group's WY Position: Q2 2026 in Review

Ellenbecker Investment Group held its Weyerhaeuser (WY) position steady in Q2 2026 at 9,600 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #138.

Ellenbecker Investment Group first reported a position in WY in Q4 2021 and has held it in 19 quarters since. The position peaked at $395K in Q4 2021. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Ellenbecker Investment Group held 9,600 shares of Weyerhaeuser worth $230K as of Q2 2026.
Ellenbecker Investment Group left its Weyerhaeuser share count unchanged in Q2 2026.
Weyerhaeuser made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #138 holding.
Ellenbecker Investment Group first reported a position in Weyerhaeuser in Q4 2021 and has held it in 19 quarters since.
Ellenbecker Investment Group's Weyerhaeuser position peaked at $395K in Q4 2021.
908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.