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Moser Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Moser 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
Q2 		$374K Sell
14,560
-3,100
-18% -$81.1K 0.18% 73
2025
Q1 		$517K Sell
17,660
-2,170
-11% -$64.6K 0.27% 62
2024
Q4 		$558K Sell
19,830
-1,950
-9% -$60.8K 0.29% 58
2024
Q3 		$737K Sell
21,780
-2,275
-9% -$69.9K 0.38% 45
2024
Q2 		$683K Buy
24,055
+500
+2% +$15.5K 0.37% 44
2024
Q1 		$846K Sell
23,555
-800
-3% -$27.1K 0.47% 41
2023
Q4 		$847K Sell
24,355
-5,785
-19% -$180K 0.54% 38
2023
Q3 		$924K Sell
30,140
-1,600
-5% -$52.7K 0.65% 37
2023
Q2 		$1.06M Buy
+31,740
New +$955K 0.72% 35
2022
Q4 		$1.05M Sell
33,870
-900
-3% -$27.9K 0.79% 33
2022
Q3 		$993K Hold
34,770
– – 0.78% 33
2022
Q2 		$1.15M Sell
34,770
-500
-1% -$19.1K 0.86% 31
2022
Q1 		$1.34M Buy
35,270
+1,600
+5% +$63.4K 0.84% 29
2021
Q4 		$1.39M Hold
33,670
– – 0.84% 29
2021
Q3 		$1.2M Sell
33,670
-1,200
-3% -$42K 0.77% 30
2021
Q2 		$1.2M Buy
34,870
+1,100
+3% +$40.8K 0.77% 31
2021
Q1 		$1.2M Buy
33,770
+750
+2% +$25.5K 0.84% 30
2020
Q4 		$1.11M Buy
33,020
+200
+0.6% +$6.02K 0.82% 30
2020
Q3 		$936K Buy
32,820
+1,645
+5% +$45.2K 0.74% 30
2020
Q2 		$700K Buy
31,175
+3,135
+11% +$63.4K 0.67% 36
2020
Q1 		$475K Buy
28,040
+7,000
+33% +$184K 0.55% 38
2019
Q4 		$635K Buy
+21,040
New +$611K 0.61% 39

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moser Wealth Advisors's WY Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Weyerhaeuser (WY) stake by 18% in Q2 2025, selling an estimated $81.1K and leaving 14,560 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #73.

Moser Wealth Advisors first reported a position in WY in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2021. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Moser Wealth Advisors held 14,560 shares of Weyerhaeuser worth $374K as of Q2 2025.
  • Moser Wealth Advisors sold 3,100 Weyerhaeuser shares in Q2 2025, an estimated $81.1K.
  • Weyerhaeuser made up 0.18% of Moser Wealth Advisors's portfolio in Q2 2025, its #73 holding.
  • Moser Wealth Advisors first reported a position in Weyerhaeuser in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Weyerhaeuser position peaked at $1.39M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.