Marshall & Sterling Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Marshall & Sterling Wealth 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	-243	Closed	-$6.02K	–	636
2025 Q3	$6.02K	Hold	243	–	–	﹤0.01%	470
2025 Q2	$6.24K	Sell	243 -22	-8%	-$576	﹤0.01%	446
2025 Q1	$7.76K	Buy	+265	New	+$7.88K	0.01%	374

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 243 shares — an estimated $6.02K sold.

Marshall & Sterling Wealth Advisors first reported a position in WY in Q1 2025 and held it in 3 quarters. The position peaked at $7.76K in Q1 2025. 876 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 243 Weyerhaeuser shares in Q4 2025, an estimated $6.02K.
Marshall & Sterling Wealth Advisors first reported a position in Weyerhaeuser in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Weyerhaeuser position peaked at $7.76K in Q1 2025.
876 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.