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Modera Wealth Management’s Weyerhaeuser WY Stock Holding History

Modera Wealth Management’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
-8,008
Closed -$206K – 671
2025
Q2 		$206K Sell
8,008
-160
-2% -$4.19K ﹤0.01% 624
2025
Q1 		$239K Sell
8,168
-200
-2% -$5.95K ﹤0.01% 563
2024
Q4 		$236K Buy
8,368
+200
+2% +$6.24K ﹤0.01% 563
2024
Q3 		$277K Sell
8,168
-1,485
-15% -$45.6K ﹤0.01% 504
2024
Q2 		$274K Buy
9,653
+2
+0% +$62 ﹤0.01% 494
2024
Q1 		$347K Buy
9,651
+3
+0% +$102 0.01% 452
2023
Q4 		$335K Sell
9,648
-272
-3% -$8.46K 0.01% 451
2023
Q3 		$304K Sell
9,920
-1,086
-10% -$35.7K 0.01% 448
2023
Q2 		$369K Buy
+11,006
New +$331K 0.01% 432

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Modera Wealth Management's WY Position: Q3 2025 in Review

Modera Wealth Management sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 8,008 shares — an estimated $206K sold.

Modera Wealth Management first reported a position in WY in Q2 2023 and held it in 9 quarters. The position peaked at $369K in Q2 2023. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Modera Wealth Management reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 8,008 Weyerhaeuser shares in Q3 2025, an estimated $206K.
  • Modera Wealth Management first reported a position in Weyerhaeuser in Q2 2023 and held it in 9 quarters.
  • Modera Wealth Management's Weyerhaeuser position peaked at $369K in Q2 2023.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.