Kestra Private Wealth Services’s Weyerhaeuser WY Stock Holding History

Kestra Private Wealth 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
2025 Q3	–	Sell	-8,724	Closed	-$224K	–	1763
2025 Q2	$224K	Buy	+8,724	New	+$228K	﹤0.01%	1456
2024 Q2	–	Sell	-9,591	Closed	-$344K	–	1417
2024 Q1	$344K	Buy	+9,591	New	+$325K	0.01%	955
2023 Q1	–	Sell	-6,782	Closed	-$210K	–	1098
2022 Q4	$210K	Buy	+6,782	New	+$210K	0.01%	787
2022 Q2	–	Sell	-5,627	Closed	-$213K	–	1023
2022 Q1	$213K	Sell	5,627 -6,194	-52%	-$246K	0.01%	871
2021 Q4	$487K	Buy	11,821 +190	+2%	+$7.21K	0.02%	602
2021 Q3	$414K	Buy	+11,631	New	+$407K	0.02%	595
2020 Q4	–	Sell	-11,282	Closed	-$322K	–	786
2020 Q3	$322K	Buy	+11,282	New	+$310K	0.03%	469

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kestra Private Wealth Services's WY Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 8,724 shares — an estimated $224K sold.

Kestra Private Wealth Services first reported a position in WY in Q3 2020 and held it in 7 quarters. The position peaked at $487K in Q4 2021. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Kestra Private Wealth Services reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 8,724 Weyerhaeuser shares in Q3 2025, an estimated $224K.
Kestra Private Wealth Services first reported a position in Weyerhaeuser in Q3 2020 and held it in 7 quarters.
Kestra Private Wealth Services's Weyerhaeuser position peaked at $487K in Q4 2021.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.