Fiduciary Alliance’s Weyerhaeuser WY Stock Holding History

Fiduciary Alliance’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	$2.03M	Sell	106,780 -110,448	-51%	-$2.58M	0.15%	150
2026 Q2	$5.2M	Buy	217,228 +14,184	+7%	+$345K	0.35%	78
2026 Q1	$4.92M	Buy	203,044 +104,701	+106%	+$2.63M	0.3%	85
2025 Q4	$2.33M	Buy	+98,343	New	+$2.27M	0.15%	150
2023 Q3	–	Sell	-28	Closed	-$938	–	956
2023 Q2	$938	Buy	+28	New	+$843	﹤0.01%	869
2023 Q1	–	Sell	-132	Closed	-$4.1K	–	876
2022 Q4	$4.1K	Buy	+132	New	+$4.09K	﹤0.01%	582

Other funds holding WY

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fiduciary Alliance's WY Position: Q3 2026 in Review

Fiduciary Alliance reduced its Weyerhaeuser (WY) stake by 51% in Q3 2026, selling an estimated $2.58M and leaving 106,780 shares worth $2.03M. The position accounts for 0.15% of the portfolio, ranked #150.

Fiduciary Alliance first reported a position in WY in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.2M in Q2 2026. 517 funds tracked by Wall St. Rank hold WY as of Q3 2026.

Fiduciary Alliance held 106,780 shares of Weyerhaeuser worth $2.03M as of Q3 2026.
Fiduciary Alliance sold 110,448 Weyerhaeuser shares in Q3 2026, an estimated $2.58M.
Weyerhaeuser made up 0.15% of Fiduciary Alliance's portfolio in Q3 2026, its #150 holding.
Fiduciary Alliance first reported a position in Weyerhaeuser in Q4 2022 and has held it in 6 quarters since.
Fiduciary Alliance's Weyerhaeuser position peaked at $5.2M in Q2 2026.
517 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.