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North Ridge Wealth Advisors’s Weyerhaeuser WY Stock Holding History

North Ridge Wealth Advisors’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
Q1 		$88.9K Hold
3,638
– – 0.05% 68
2025
Q4 		$86.2K Hold
3,638
– – 0.05% 68
2025
Q3 		$90.2K Hold
3,638
– – 0.05% 67
2025
Q2 		$93.5K Buy
3,638
+219
+6% +$5.73K 0.06% 59
2025
Q1 		$100K Hold
3,419
– – 0.07% 56
2024
Q4 		$96.2K Buy
+3,419
New +$107K 0.07% 56

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

North Ridge Wealth Advisors's WY Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Weyerhaeuser (WY) position steady in Q1 2026 at 3,638 shares worth $88.9K. The position accounts for 0.05% of the portfolio, ranked #68.

North Ridge Wealth Advisors first reported a position in WY in Q4 2024 and has held it in 6 quarters since. The position peaked at $100K in Q1 2025. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • North Ridge Wealth Advisors held 3,638 shares of Weyerhaeuser worth $88.9K as of Q1 2026.
  • North Ridge Wealth Advisors left its Weyerhaeuser share count unchanged in Q1 2026.
  • Weyerhaeuser made up 0.05% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • North Ridge Wealth Advisors first reported a position in Weyerhaeuser in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Weyerhaeuser position peaked at $100K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.