MSWM
PCH

Mowery & Schoenfeld Wealth Management’s PotlatchDeltic PCH Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,154
Closed -$52K – 446
2025
Q1 		$52K Buy
+1,154
New +$50.7K 0.1% 129

Other funds holding PCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PCH Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of PotlatchDeltic (PCH) in Q2 2025, closing a stake of 1,154 shares — an estimated $52K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PCH in Q1 2025 and held it in 1 quarter. The position peaked at $52K in Q1 2025. 323 funds tracked by Wall St. Rank hold PCH as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining PotlatchDeltic position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,154 PotlatchDeltic shares in Q2 2025, an estimated $52K.
  • Mowery & Schoenfeld Wealth Management first reported a position in PotlatchDeltic in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's PotlatchDeltic position peaked at $52K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.