IWC
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Integrated Wealth Concepts’s Weyerhaeuser WY Stock Holding History

Integrated Wealth Concepts’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 		$453K Buy
18,559
+8,106
+78% +$204K ﹤0.01% 1595
2025
Q4 		$248K Sell
10,453
-1,673
-14% -$38.7K ﹤0.01% 1410
2025
Q3 		$301K Buy
12,126
+614
+5% +$15.7K ﹤0.01% 1633
2025
Q2 		$296K Sell
11,512
-1,926
-14% -$50.4K ﹤0.01% 1555
2025
Q1 		$393K Sell
13,438
-454
-3% -$13.5K ﹤0.01% 1262
2024
Q4 		$391K Sell
13,892
-1,399
-9% -$43.7K ﹤0.01% 1237
2024
Q3 		$518K Buy
15,291
+367
+2% +$11.3K 0.01% 1065
2024
Q2 		$424K Sell
14,924
-273
-2% -$8.45K 0.01% 1127
2024
Q1 		$546K Buy
15,197
+446
+3% +$15.1K 0.01% 1019
2023
Q4 		$513K Sell
14,751
-4,014
-21% -$125K 0.01% 992
2023
Q3 		$575K Sell
18,765
-1,151
-6% -$37.9K 0.01% 917
2023
Q2 		$667K Buy
19,916
+937
+5% +$28.2K 0.01% 853
2023
Q1 		$572K Buy
18,979
+9,072
+92% +$286K 0.01% 811
2022
Q4 		$307K Buy
9,907
+299
+3% +$9.27K 0.01% 812
2022
Q3 		$274K Sell
9,608
-139
-1% -$4.73K 0.01% 762
2022
Q2 		$323K Buy
+9,747
New +$372K 0.01% 734
2022
Q1 		– Sell
-6,265
Closed -$258K – 1058
2021
Q4 		$258K Buy
6,265
+218
+4% +$8.28K 0.01% 844
2021
Q3 		$215K Buy
+6,047
New +$212K 0.01% 869

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

Integrated Wealth Concepts's WY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Weyerhaeuser (WY) stake by 78% in Q1 2026, buying an estimated $204K and bringing the position to 18,559 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Integrated Wealth Concepts first reported a position in WY in Q3 2021 and has held it in 18 quarters since. The position peaked at $667K in Q2 2023. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Integrated Wealth Concepts held 18,559 shares of Weyerhaeuser worth $453K as of Q1 2026.
  • Integrated Wealth Concepts bought 8,106 Weyerhaeuser shares in Q1 2026, an estimated $204K.
  • Weyerhaeuser made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1595 holding.
  • Integrated Wealth Concepts first reported a position in Weyerhaeuser in Q3 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Weyerhaeuser position peaked at $667K in Q2 2023.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.