Orion Portfolio Solutions’s Weyerhaeuser WY Stock Holding History

Orion Portfolio Solutions’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 Q1	$663K	Buy	+22,656	New	+$674K	0.01%	1276
2024 Q4	–	Sell	-25,232	Closed	-$854K	–	1922
2024 Q3	$854K	Sell	25,232 -2,787	-10%	-$85.6K	0.01%	1130
2024 Q2	$795K	Buy	28,019 +190	+0.7%	+$5.88K	0.01%	1078
2024 Q1	$999K	Sell	27,829 -15,831	-36%	-$536K	0.01%	982
2023 Q4	$1.49M	Sell	43,660 -11,925	-21%	-$371K	0.02%	772
2023 Q3	$1.7M	Sell	55,585 -3,468	-6%	-$114K	0.02%	688
2023 Q2	$1.98M	Sell	59,053 -5,603	-9%	-$169K	0.02%	659
2023 Q1	$1.95M	Buy	+64,656	New	+$2.04M	0.02%	600
2020 Q3	–	Sell	-1,216	Closed	-$27K	–	2076
2020 Q2	$27K	Sell	1,216 -152	-11%	-$3.08K	﹤0.01%	869
2020 Q1	$23K	Sell	1,368 -806	-37%	-$21.2K	﹤0.01%	800
2019 Q4	$66K	Buy	+2,174	New	+$63.1K	0.01%	497

Other funds holding WY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's WY Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Weyerhaeuser (WY) in Q1 2025: 22,656 shares worth $663K. The stake represents 0.01% of the portfolio and ranks #1276 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in WY as recently as Q3 2024.

Orion Portfolio Solutions first reported a position in WY in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.98M in Q2 2023. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Orion Portfolio Solutions held 22,656 shares of Weyerhaeuser worth $663K as of Q1 2025.
Weyerhaeuser was a new Orion Portfolio Solutions position in Q1 2025.
Weyerhaeuser made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1276 holding.
Orion Portfolio Solutions first reported a position in Weyerhaeuser in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Weyerhaeuser position peaked at $1.98M in Q2 2023.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.