Kavar Capital Partners Group’s Weyerhaeuser WY Stock Holding History

Kavar Capital Partners 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
2026 Q1	$268K	Buy	10,970 +970	+10%	+$24.4K	0.03%	180
2025 Q4	$237K	Buy	+10,000	New	+$231K	0.03%	167
2019 Q3	–	Sell	-620	Closed	-$16K	–	463
2019 Q2	$16K	Buy	+620	New	+$15.8K	0.01%	324
2018 Q3	–	Sell	-620	Closed	-$23K	–	392
2018 Q2	$23K	Hold	620	–	–	0.01%	254
2018 Q1	$22K	Buy	+620	New	+$21.9K	0.01%	265
2015 Q3	–	Sell	-600	Closed	-$18K	–	542
2015 Q2	$18K	Buy	+600	New	+$19.3K	0.01%	258

Other funds holding WY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 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