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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
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

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

Fiduciary Alliance's WY Position: Q2 2026 in Review

Fiduciary Alliance increased its Weyerhaeuser (WY) stake by 7% in Q2 2026, buying an estimated $345K and bringing the position to 217,228 shares worth $5.2M. The position accounts for 0.35% of the portfolio, ranked #78.

Fiduciary Alliance first reported a position in WY in Q4 2022 and has held it in 5 quarters since. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Fiduciary Alliance held 217,228 shares of Weyerhaeuser worth $5.2M as of Q2 2026.
  • Fiduciary Alliance bought 14,184 Weyerhaeuser shares in Q2 2026, an estimated $345K.
  • Weyerhaeuser made up 0.35% of Fiduciary Alliance's portfolio in Q2 2026, its #78 holding.
  • Fiduciary Alliance first reported a position in Weyerhaeuser in Q4 2022 and has held it in 5 quarters since.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.