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Naviter Wealth’s Weyerhaeuser WY Stock Holding History

Naviter Wealth’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
2026
Q2 		$1.34M Buy
55,772
+11,410
+26% +$277K 0.12% 156
2026
Q1 		$1.08M Buy
44,362
+6,903
+18% +$174K 0.14% 151
2025
Q4 		$887K Sell
37,459
-8,336
-18% -$193K 0.12% 165
2025
Q3 		$1.14M Sell
45,795
-92
-0.2% -$2.35K 0.13% 158
2025
Q2 		$1.18M Buy
45,887
+3,472
+8% +$90.9K 0.15% 150
2025
Q1 		$1.25M Buy
42,415
+1,195
+3% +$35.6K 0.15% 156
2024
Q4 		$1.16M Sell
41,220
-5,829
-12% -$182K 0.14% 164
2024
Q3 		$1.59M Buy
47,049
+782
+2% +$24K 0.22% 130
2024
Q2 		$1.31M Sell
46,267
-4,258
-8% -$132K 0.2% 138
2024
Q1 		$1.81M Buy
50,525
+2,718
+6% +$92K 0.3% 98
2023
Q4 		$1.66M Buy
47,807
+4,720
+11% +$147K 0.33% 83
2023
Q3 		$1.32M Buy
43,087
+5,437
+14% +$179K 0.32% 77
2023
Q2 		$1.26M Buy
37,650
+3,999
+12% +$120K 0.32% 83
2023
Q1 		$1.01M Buy
33,651
+9,861
+41% +$311K 0.35% 81
2022
Q4 		$766K Buy
23,790
+1,434
+6% +$44.4K 0.21% 110
2022
Q3 		$638K Buy
22,356
+7,567
+51% +$258K 0.26% 95
2022
Q2 		$490K Sell
14,789
-691
-4% -$26.3K 0.2% 124
2022
Q1 		$587K Sell
15,480
-1,905
-11% -$75.5K 0.2% 67
2021
Q4 		$716K Buy
+17,385
New +$660K 0.21% 68

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Naviter Wealth's WY Position: Q2 2026 in Review

Naviter Wealth increased its Weyerhaeuser (WY) stake by 26% in Q2 2026, buying an estimated $277K and bringing the position to 55,772 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #156.

Naviter Wealth first reported a position in WY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q1 2024. 903 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Naviter Wealth held 55,772 shares of Weyerhaeuser worth $1.34M as of Q2 2026.
  • Naviter Wealth bought 11,410 Weyerhaeuser shares in Q2 2026, an estimated $277K.
  • Weyerhaeuser made up 0.12% of Naviter Wealth's portfolio in Q2 2026, its #156 holding.
  • Naviter Wealth first reported a position in Weyerhaeuser in Q4 2021 and has held it in 19 quarters since.
  • Naviter Wealth's Weyerhaeuser position peaked at $1.81M in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.