Kestra Advisory Services’s Weyerhaeuser WY Stock Holding History

Kestra Advisory Services’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	$1.36M	Buy	55,751 +5,696	+11%	+$143K	0.01%	1529
2025 Q4	$1.19M	Buy	50,055 +11,126	+29%	+$257K	﹤0.01%	1539
2025 Q3	$965K	Sell	38,929 -3,224	-8%	-$82.4K	﹤0.01%	1618
2025 Q2	$1.08M	Sell	42,153 -6,673	-14%	-$175K	0.01%	1424
2025 Q1	$1.43M	Sell	48,826 -673	-1%	-$20K	0.01%	1160
2024 Q4	$1.39M	Sell	49,499 -1,137	-2%	-$35.5K	0.01%	1202
2024 Q3	$1.71M	Sell	50,636 -588	-1%	-$18.1K	0.01%	1032
2024 Q2	$1.45M	Buy	51,224 +3,983	+8%	+$123K	0.01%	1127
2024 Q1	$1.7M	Buy	47,241 +1,404	+3%	+$47.5K	0.01%	957
2023 Q4	$1.59M	Sell	45,837 -1,838	-4%	-$57.2K	0.01%	907
2023 Q3	$1.46M	Sell	47,675 -3,152	-6%	-$104K	0.01%	817
2023 Q2	$1.7M	Sell	50,827 -2,844	-5%	-$85.6K	0.02%	738
2023 Q1	$1.62M	Sell	53,671 -10,314	-16%	-$325K	0.02%	729
2022 Q4	$1.98M	Sell	63,985 -531	-0.8%	-$16.5K	0.02%	747
2022 Q3	$1.84M	Sell	64,516 -2,577	-4%	-$87.7K	0.02%	700
2022 Q2	$2.22M	Buy	67,093 +6,744	+11%	+$257K	0.02%	634
2022 Q1	$2.29M	Buy	60,349 +2,351	+4%	+$93.2K	0.02%	630
2021 Q4	$2.39M	Buy	57,998 +83	+0.1%	+$3.15K	0.02%	624
2021 Q3	$2.06M	Buy	+57,915	New	+$2.03M	0.02%	699

Other funds holding WY

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 New York $59B AUM 32.99% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kestra Advisory Services's WY Position: Q1 2026 in Review

Kestra Advisory Services increased its Weyerhaeuser (WY) stake by 11% in Q1 2026, buying an estimated $143K and bringing the position to 55,751 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1529.

Kestra Advisory Services first reported a position in WY in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2021. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Kestra Advisory Services held 55,751 shares of Weyerhaeuser worth $1.36M as of Q1 2026.
Kestra Advisory Services bought 5,696 Weyerhaeuser shares in Q1 2026, an estimated $143K.
Weyerhaeuser made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1529 holding.
Kestra Advisory Services first reported a position in Weyerhaeuser in Q3 2021 and has held it in 19 quarters since.
Kestra Advisory Services's Weyerhaeuser position peaked at $2.39M in Q4 2021.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.