Golden State Wealth Management’s Weyerhaeuser WY Stock Holding History

Golden State Wealth Management’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	$6.59K	Buy	275 +2	+0.7%	+$49	﹤0.01%	1202
2026 Q1	$6.67K	Buy	273 +3	+1%	+$75	﹤0.01%	1169
2025 Q4	$6.41K	Buy	270 +2	+0.7%	+$46	﹤0.01%	1199
2025 Q3	$6.65K	Buy	268 +2	+0.8%	+$51	﹤0.01%	1191
2025 Q2	$6.83K	Buy	266 +3	+1%	+$79	﹤0.01%	1164
2025 Q1	$7.73K	Buy	263 +1	+0.4%	+$30	﹤0.01%	1072
2024 Q4	$7.38K	Buy	+262	New	+$8.18K	﹤0.01%	1029
2020 Q3	–	Sell	-13,610	Closed	-$306K	–	493
2020 Q2	$306K	Buy	13,610 +13,240	+3,578%	+$268K	0.08%	163
2020 Q1	$6K	Buy	+370	New	+$9.73K	﹤0.01%	720
2019 Q4	–	Sell	-464	Closed	-$13K	–	978
2019 Q3	$13K	Buy	464 +3	+0.7%	+$78	﹤0.01%	701
2019 Q2	$12K	Buy	461 +2	+0.4%	+$51	﹤0.01%	717
2019 Q1	$12K	Buy	+459	New	+$11.6K	﹤0.01%	748

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Golden State Wealth Management's WY Position: Q2 2026 in Review

Golden State Wealth Management increased its Weyerhaeuser (WY) stake by 0.73% in Q2 2026, buying an estimated $49 and bringing the position to 275 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Golden State Wealth Management first reported a position in WY in Q1 2019 and has held it in 12 quarters since. The position peaked at $306K in Q2 2020. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Golden State Wealth Management held 275 shares of Weyerhaeuser worth $6.59K as of Q2 2026.
Golden State Wealth Management bought 2 Weyerhaeuser shares in Q2 2026, an estimated $49.
Weyerhaeuser made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1202 holding.
Golden State Wealth Management first reported a position in Weyerhaeuser in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Weyerhaeuser position peaked at $306K in Q2 2020.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.