EWA
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EverSource Wealth Advisors’s Weyerhaeuser WY Stock Holding History

EverSource Wealth Advisors’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 		$115K Buy
4,797
+305
+7% +$7.41K ﹤0.01% 1314
2026
Q1 		$110K Buy
4,492
+1,997
+80% +$50.2K ﹤0.01% 1375
2025
Q4 		$59.1K Buy
2,495
+472
+23% +$10.9K ﹤0.01% 1635
2025
Q3 		$50.1K Sell
2,023
-82
-4% -$2.1K ﹤0.01% 1709
2025
Q2 		$54.1K Buy
2,105
+298
+16% +$7.8K ﹤0.01% 1569
2025
Q1 		$52.9K Buy
1,807
+218
+14% +$6.49K ﹤0.01% 1211
2024
Q4 		$44.7K Buy
1,589
+108
+7% +$3.37K ﹤0.01% 1241
2024
Q3 		$50.2K Sell
1,481
-1,021
-41% -$31.4K ﹤0.01% 1071
2024
Q2 		$79.5K Buy
2,502
+603
+32% +$18.7K 0.01% 890
2024
Q1 		$57.3K Buy
1,899
+231
+14% +$7.82K ﹤0.01% 919
2023
Q4 		$58K Sell
1,668
-627
-27% -$19.5K 0.01% 838
2023
Q3 		$70.4K Buy
2,295
+149
+7% +$4.9K 0.01% 696
2023
Q2 		$71.9K Sell
2,146
-244
-10% -$7.34K 0.01% 699
2023
Q1 		$72K Sell
2,390
-17
-0.7% -$536 0.01% 657
2022
Q4 		$74.6K Buy
2,407
+828
+52% +$25.7K 0.01% 608
2022
Q3 		$45K Buy
1,579
+1,174
+290% +$40K 0.01% 661
2022
Q2 		$14K Buy
405
+299
+282% +$11.4K ﹤0.01% 947
2022
Q1 		$4K Buy
106
+39
+58% +$1.55K ﹤0.01% 1373
2021
Q4 		$3K Buy
+67
New +$2.54K ﹤0.01% 1471

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

EverSource Wealth Advisors's WY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Weyerhaeuser (WY) stake by 6.8% in Q2 2026, buying an estimated $7.41K and bringing the position to 4,797 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

EverSource Wealth Advisors first reported a position in WY in Q4 2021 and has held it in 19 quarters since. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • EverSource Wealth Advisors held 4,797 shares of Weyerhaeuser worth $115K as of Q2 2026.
  • EverSource Wealth Advisors bought 305 Weyerhaeuser shares in Q2 2026, an estimated $7.41K.
  • Weyerhaeuser made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1314 holding.
  • EverSource Wealth Advisors first reported a position in Weyerhaeuser in Q4 2021 and has held it in 19 quarters since.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.