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Medallion Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Medallion 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
2026
Q2 		$7.66K Hold
320
– – ﹤0.01% 793
2026
Q1 		$7.82K Hold
320
– – ﹤0.01% 802
2025
Q4 		$7.58K Hold
320
– – ﹤0.01% 791
2025
Q3 		$7.93K Hold
320
– – ﹤0.01% 788
2025
Q2 		$8.4K Hold
320
– – ﹤0.01% 757
2025
Q1 		$9.32K Buy
+320
New +$9.52K ﹤0.01% 696

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Medallion Wealth Advisors's WY Position: Q2 2026 in Review

Medallion Wealth Advisors held its Weyerhaeuser (WY) position steady in Q2 2026 at 320 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Medallion Wealth Advisors first reported a position in WY in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.32K in Q1 2025. 903 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Medallion Wealth Advisors held 320 shares of Weyerhaeuser worth $7.66K as of Q2 2026.
  • Medallion Wealth Advisors left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #793 holding.
  • Medallion Wealth Advisors first reported a position in Weyerhaeuser in Q1 2025 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Weyerhaeuser position peaked at $9.32K in Q1 2025.
  • 903 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.