Kestra Advisory Services
WY icon

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
Q3 		$824K Sell
43,252
-6,577
-13% -$154K ﹤0.01% 2099
2026
Q2 		$1.19M Sell
49,829
-5,922
-11% -$144K ﹤0.01% 1703
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Kestra Advisory Services's WY Position: Q3 2026 in Review

Kestra Advisory Services reduced its Weyerhaeuser (WY) stake by 13% in Q3 2026, selling an estimated $154K and leaving 43,252 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Kestra Advisory Services first reported a position in WY in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.39M in Q4 2021. 427 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Kestra Advisory Services held 43,252 shares of Weyerhaeuser worth $824K as of Q3 2026.
  • Kestra Advisory Services sold 6,577 Weyerhaeuser shares in Q3 2026, an estimated $154K.
  • Weyerhaeuser made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2099 holding.
  • Kestra Advisory Services first reported a position in Weyerhaeuser in Q3 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's Weyerhaeuser position peaked at $2.39M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.