Next Level Wealth Planning’s Weyerhaeuser WY Stock Holding History

Next Level Wealth Planning’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 Q3	$6.68K	Buy	+351	New	+$8.19K	﹤0.01%	365

Other funds holding WY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's WY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Weyerhaeuser (WY) in Q3 2026: 351 shares worth $6.68K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

427 funds tracked by Wall St. Rank hold WY as of Q3 2026.

Next Level Wealth Planning held 351 shares of Weyerhaeuser worth $6.68K as of Q3 2026.
Weyerhaeuser was a new Next Level Wealth Planning position in Q3 2026.
Weyerhaeuser made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #365 holding.
427 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.