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Moran Wealth Management’s Weyerhaeuser WY Stock Holding History

Moran 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
Q1 		– Sell
-18,568
Closed -$523K – 496
2024
Q4 		$523K Sell
18,568
-2,269
-11% -$70.8K 0.02% 369
2024
Q3 		$706K Sell
20,837
-1,439
-6% -$44.2K 0.02% 334
2024
Q2 		$632K Buy
22,276
+596
+3% +$18.4K 0.02% 322
2024
Q1 		$779K Sell
21,680
-2,773
-11% -$93.8K 0.03% 308
2023
Q4 		$850K Sell
24,453
-18,729
-43% -$583K 0.03% 311
2023
Q3 		$1.32M Buy
43,182
+16,039
+59% +$528K 0.05% 241
2023
Q2 		$910K Buy
+27,143
New +$817K 0.03% 254

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moran Wealth Management's WY Position: Q1 2025 in Review

Moran Wealth Management sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 18,568 shares — an estimated $523K sold.

Moran Wealth Management first reported a position in WY in Q2 2023 and held it in 7 quarters. The position peaked at $1.32M in Q3 2023. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

  • Moran Wealth Management reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 18,568 Weyerhaeuser shares in Q1 2025, an estimated $523K.
  • Moran Wealth Management first reported a position in Weyerhaeuser in Q2 2023 and held it in 7 quarters.
  • Moran Wealth Management's Weyerhaeuser position peaked at $1.32M in Q3 2023.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.