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Fortem Financial Group’s Weyerhaeuser WY Stock Holding History

Fortem 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
2025
Q2 		– Sell
-14,000
Closed -$410K – 198
2025
Q1 		$410K Sell
14,000
-6,297
-31% -$187K 0.16% 134
2024
Q4 		$571K Buy
20,297
+190
+0.9% +$5.93K 0.22% 108
2024
Q3 		$681K Sell
20,107
-10,166
-34% -$312K 0.28% 100
2024
Q2 		$859K Buy
30,273
+686
+2% +$21.2K 0.37% 84
2024
Q1 		$1.06M Buy
29,587
+987
+3% +$33.4K 0.47% 73
2023
Q4 		$994K Buy
28,600
+4,000
+16% +$124K 0.49% 66
2023
Q3 		$754K Buy
24,600
+2,010
+9% +$66.2K 0.44% 76
2023
Q2 		$757K Buy
22,590
+1,766
+8% +$53.2K 0.45% 76
2023
Q1 		$627K Buy
20,824
+1,122
+6% +$35.4K 0.41% 85
2022
Q4 		$611K Buy
19,702
+216
+1% +$6.69K 0.36% 84
2022
Q3 		$557K Sell
19,486
-1,194
-6% -$40.6K 0.39% 81
2022
Q2 		$685K Buy
+20,680
New +$788K 0.45% 75

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortem Financial Group's WY Position: Q2 2025 in Review

Fortem Financial Group sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 14,000 shares — an estimated $410K sold.

Fortem Financial Group first reported a position in WY in Q2 2022 and held it in 12 quarters. The position peaked at $1.06M in Q1 2024. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Fortem Financial Group reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 14,000 Weyerhaeuser shares in Q2 2025, an estimated $410K.
  • Fortem Financial Group first reported a position in Weyerhaeuser in Q2 2022 and held it in 12 quarters.
  • Fortem Financial Group's Weyerhaeuser position peaked at $1.06M in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.