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Kelleher Financial Advisors’s Weyerhaeuser WY Stock Holding History

Kelleher Financial Advisors’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
Q4 		– Sell
-700
Closed -$17.4K – 740
2025
Q3 		$17.4K Buy
+700
New +$17.9K ﹤0.01% 451
2018
Q4 		– Sell
-8,176
Closed -$263K – 92
2018
Q3 		$263K Sell
8,176
-626
-7% -$21.7K 0.34% 73
2018
Q2 		$320K Sell
8,802
-318
-3% -$11.6K 0.46% 61
2018
Q1 		$319K Sell
9,120
-300
-3% -$10.6K 0.43% 59
2017
Q4 		$332K Sell
9,420
-1,480
-14% -$52.4K 0.52% 56
2017
Q3 		$370K Sell
10,900
-32
-0.3% -$1.05K 0.78% 45
2017
Q2 		$366K Sell
10,932
-160
-1% -$5.39K 0.71% 49
2017
Q1 		$376K Sell
11,092
-81,628
-88% -$2.65M 0.8% 46
2016
Q4 		$2.79M Hold
92,720
– – 1.55% 23
2016
Q3 		$2.96M Sell
92,720
-160
-0.2% -$5.06K 1.68% 20
2016
Q2 		$2.77M Sell
92,880
-2,530
-3% -$77.8K 1.68% 19
2016
Q1 		$2.96M Buy
95,410
+88,438
+1,268% +$2.36M 1.63% 17
2015
Q4 		$209K Buy
+6,972
New +$210K 0.14% 101
2015
Q3 		– Sell
-14,272
Closed -$449K – 123
2015
Q2 		$449K Sell
14,272
-1,550
-10% -$49.8K 0.26% 73
2015
Q1 		$524K Sell
15,822
-1,200
-7% -$42K 0.29% 66
2014
Q4 		$610K Sell
17,022
-100
-0.6% -$3.43K 0.33% 57
2014
Q3 		$580K Sell
17,122
-500
-3% -$16.4K 0.31% 63
2014
Q2 		$583K Sell
17,622
-1,000
-5% -$30.2K 0.3% 62
2014
Q1 		$546K Sell
18,622
-100
-0.5% -$3.01K 0.3% 63
2013
Q4 		$591K Sell
18,722
-500
-3% -$15K 0.31% 59
2013
Q3 		$550K Sell
19,222
-500
-3% -$14.2K 0.31% 59
2013
Q2 		$562K Buy
+19,722
New +$596K 0.34% 56

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelleher Financial Advisors's WY Position: Q4 2025 in Review

Kelleher Financial Advisors sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 700 shares — an estimated $17.4K sold.

Kelleher Financial Advisors first reported a position in WY in Q2 2013 and held it in 22 quarters. The position peaked at $2.96M in Q3 2016. 875 funds tracked by Wall St. Rank hold WY as of Q4 2025.

  • Kelleher Financial Advisors reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
  • Kelleher Financial Advisors sold 700 Weyerhaeuser shares in Q4 2025, an estimated $17.4K.
  • Kelleher Financial Advisors first reported a position in Weyerhaeuser in Q2 2013 and held it in 22 quarters.
  • Kelleher Financial Advisors's Weyerhaeuser position peaked at $2.96M in Q3 2016.
  • 875 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Kelleher Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.