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Mowery & Schoenfeld Wealth Management’s Weyerhaeuser WY Stock Holding History

Mowery & Schoenfeld 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
-1
Closed -$27 – 406
2025
Q2 		$27 Buy
+1
New +$26 ﹤0.01% 394

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

Mowery & Schoenfeld Wealth Management's WY Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 1 share — an estimated $27 sold.

Mowery & Schoenfeld Wealth Management first reported a position in WY in Q2 2025 and held it in 1 quarter. The position peaked at $27 in Q2 2025. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1 Weyerhaeuser share in Q3 2025, an estimated $27.
  • Mowery & Schoenfeld Wealth Management first reported a position in Weyerhaeuser in Q2 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Weyerhaeuser position peaked at $27 in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.