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Everhart Financial Group’s Weyerhaeuser WY Stock Holding History

Everhart Financial 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 		– Sell
-8,664
Closed -$212K – 515
2026
Q1 		$212K Buy
+8,664
New +$218K 0.02% 437
2025
Q2 		– Sell
-8,901
Closed -$261K – 355
2025
Q1 		$261K Buy
+8,901
New +$265K 0.04% 291
2024
Q4 		– Sell
-6,430
Closed -$218K – 332
2024
Q3 		$218K Buy
+6,430
New +$198K 0.05% 303

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Everhart Financial Group's WY Position: Q2 2026 in Review

Everhart Financial Group sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 8,664 shares — an estimated $212K sold.

Everhart Financial Group first reported a position in WY in Q3 2024 and held it in 3 quarters. The position peaked at $261K in Q1 2025. 127 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Everhart Financial Group reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 8,664 Weyerhaeuser shares in Q2 2026, an estimated $212K.
  • Everhart Financial Group first reported a position in Weyerhaeuser in Q3 2024 and held it in 3 quarters.
  • Everhart Financial Group's Weyerhaeuser position peaked at $261K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.