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Great Valley Advisor Group’s Weyerhaeuser WY Stock Holding History

Great Valley Advisor 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
Q3 		– Sell
-7,898
Closed -$203K – 959
2025
Q2 		$203K Buy
7,898
+110
+1% +$2.88K ﹤0.01% 862
2025
Q1 		$228K Sell
7,788
-1,090
-12% -$32.4K ﹤0.01% 800
2024
Q4 		$250K Sell
8,878
-109
-1% -$3.4K 0.01% 746
2024
Q3 		$304K Sell
8,987
-10
-0.1% -$307 0.01% 685
2024
Q2 		$255K Sell
8,997
-451
-5% -$14K 0.01% 684
2024
Q1 		$339K Buy
9,448
+723
+8% +$24.5K 0.01% 574
2023
Q4 		$303K Sell
8,725
-65
-0.7% -$2.02K 0.01% 573
2023
Q3 		$270K Sell
8,790
-65
-0.7% -$2.14K 0.01% 568
2023
Q2 		$297K Buy
8,855
+255
+3% +$7.68K 0.01% 558
2023
Q1 		$259K Sell
8,600
-113
-1% -$3.56K 0.01% 586
2022
Q4 		$271K Sell
8,713
-55
-0.6% -$1.7K 0.01% 568
2022
Q3 		$250K Buy
8,768
+113
+1% +$3.85K 0.01% 578
2022
Q2 		$287K Buy
8,655
+1,256
+17% +$47.9K 0.02% 555
2022
Q1 		$280K Hold
7,399
– – 0.02% 497
2021
Q4 		$305K Hold
7,399
– – 0.02% 488
2021
Q3 		$263K Hold
7,399
– – 0.02% 494
2021
Q2 		$255K Hold
7,399
– – 0.02% 483
2021
Q1 		$263K Hold
7,399
– – 0.03% 432
2020
Q4 		$248K Hold
7,399
– – 0.03% 415
2020
Q3 		$211K Buy
+7,399
New +$203K 0.03% 400

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Great Valley Advisor Group's WY Position: Q3 2025 in Review

Great Valley Advisor Group sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 7,898 shares — an estimated $203K sold.

Great Valley Advisor Group first reported a position in WY in Q3 2020 and held it in 20 quarters. The position peaked at $339K in Q1 2024. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Great Valley Advisor Group reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 7,898 Weyerhaeuser shares in Q3 2025, an estimated $203K.
  • Great Valley Advisor Group first reported a position in Weyerhaeuser in Q3 2020 and held it in 20 quarters.
  • Great Valley Advisor Group's Weyerhaeuser position peaked at $339K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.