Kovitz Investment Group Partners’s Weyerhaeuser WY Stock Holding History

Kovitz Investment Group Partners’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 Q2	–	Sell	-8,602	Closed	-$252K	–	1406
2025 Q1	$252K	Buy	8,602 +246	+3%	+$7.32K	﹤0.01%	1105
2024 Q4	$235K	Buy	+8,356	New	+$261K	﹤0.01%	1117
2020 Q2	–	Sell	-17,595	Closed	-$298K	–	412
2020 Q1	$298K	Buy	+17,595	New	+$463K	0.01%	330

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Kovitz Investment Group Partners's WY Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 8,602 shares — an estimated $252K sold.

Kovitz Investment Group Partners first reported a position in WY in Q1 2020 and held it in 3 quarters. The position peaked at $298K in Q1 2020. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Kovitz Investment Group Partners reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 8,602 Weyerhaeuser shares in Q2 2025, an estimated $252K.
Kovitz Investment Group Partners first reported a position in Weyerhaeuser in Q1 2020 and held it in 3 quarters.
Kovitz Investment Group Partners's Weyerhaeuser position peaked at $298K in Q1 2020.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.