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Heritage Wealth Management (Ohio)’s Weyerhaeuser WY Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		– Sell
-12,930
Closed -$306K – 262
2025
Q4 		$306K Buy
+12,930
New +$299K 0.09% 201

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s WY Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 12,930 shares — an estimated $306K sold.

Heritage Wealth Management (Ohio) first reported a position in WY in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 12,930 Weyerhaeuser shares in Q1 2026, an estimated $306K.
  • Heritage Wealth Management (Ohio) first reported a position in Weyerhaeuser in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Weyerhaeuser position peaked at $306K in Q4 2025.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.