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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
Q2 		$260K Buy
+10,880
New +$264K 0.07% 242
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 $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

Heritage Wealth Management (Ohio)'s WY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Weyerhaeuser (WY) in Q2 2026: 10,880 shares worth $260K. The stake represents 0.07% of the portfolio and ranks #242 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in WY as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in WY in Q4 2025 and has held it in 2 quarters since. The position peaked at $306K in Q4 2025. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 10,880 shares of Weyerhaeuser worth $260K as of Q2 2026.
  • Weyerhaeuser was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Weyerhaeuser made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #242 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Weyerhaeuser in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Management (Ohio)'s Weyerhaeuser position peaked at $306K in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.