Physician Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Physician 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 Q2	$20.7K	Sell	866 -1,388	-62%	-$33.7K	﹤0.01%	651
2026 Q1	$55.1K	Buy	2,254 +1,692	+301%	+$42.6K	0.01%	382
2025 Q4	$13.3K	Sell	562 -807	-59%	-$18.7K	﹤0.01%	687
2025 Q3	$33.9K	Sell	1,369 -8	-0.6%	-$205	﹤0.01%	451
2025 Q2	$35.4K	Buy	1,377 +47	+4%	+$1.23K	0.01%	400
2025 Q1	$39K	Buy	1,330 +6	+0.5%	+$179	0.01%	372
2024 Q4	$37.3K	Buy	+1,324	New	+$41.3K	0.01%	389

Other funds holding WY

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Physician Wealth Advisors's WY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Weyerhaeuser (WY) stake by 62% in Q2 2026, selling an estimated $33.7K and leaving 866 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Physician Wealth Advisors first reported a position in WY in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.1K in Q1 2026. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Physician Wealth Advisors held 866 shares of Weyerhaeuser worth $20.7K as of Q2 2026.
Physician Wealth Advisors sold 1,388 Weyerhaeuser shares in Q2 2026, an estimated $33.7K.
Weyerhaeuser made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #651 holding.
Physician Wealth Advisors first reported a position in Weyerhaeuser in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Weyerhaeuser position peaked at $55.1K in Q1 2026.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.