NewSquare Capital’s Weyerhaeuser WY Stock Holding History

NewSquare Capital’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	-413	Closed	-$10.6K	–	1257
2025 Q2	$10.6K	Sell	413 -33	-7%	-$864	﹤0.01%	635
2025 Q1	$13.1K	Buy	446 +358	+407%	+$10.7K	﹤0.01%	475
2024 Q4	$2.48K	Buy	+88	New	+$2.75K	﹤0.01%	498
2023 Q4	–	Sell	-238	Closed	-$7.3K	–	638
2023 Q3	$7.3K	Buy	238 +19	+9%	+$625	﹤0.01%	331
2023 Q2	$7.34K	Hold	219	–	–	﹤0.01%	372
2023 Q1	$6.6K	Sell	219 -44	-17%	-$1.39K	﹤0.01%	409
2022 Q4	$8.15K	Buy	263 +219	+498%	+$6.79K	﹤0.01%	310
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	420
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	363
2022 Q1	$2K	Buy	+44	New	+$1.75K	﹤0.01%	349
2017 Q2	–	Sell	-140	Closed	-$5K	–	331
2017 Q1	$5K	Buy	+140	New	+$4.55K	﹤0.01%	243
2016 Q4	–	Sell	-230	Closed	-$7K	–	458
2016 Q3	$7K	Hold	230	–	–	﹤0.01%	281
2016 Q2	$7K	Sell	230 -30	-12%	-$923	﹤0.01%	275
2016 Q1	$8K	Buy	+260	New	+$6.94K	﹤0.01%	319

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

NewSquare Capital's WY Position: Q3 2025 in Review

NewSquare Capital sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 413 shares — an estimated $10.6K sold.

NewSquare Capital first reported a position in WY in Q1 2016 and held it in 14 quarters. The position peaked at $13.1K in Q1 2025. 852 funds tracked by Wall St. Rank hold WY as of Q3 2025.

NewSquare Capital reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 413 Weyerhaeuser shares in Q3 2025, an estimated $10.6K.
NewSquare Capital first reported a position in Weyerhaeuser in Q1 2016 and held it in 14 quarters.
NewSquare Capital's Weyerhaeuser position peaked at $13.1K in Q1 2025.
852 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.