Pinnacle Wealth Planning Services’s Weyerhaeuser WY Stock Holding History

Pinnacle Wealth Planning Services’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	$15.7K	Sell	826 -271	-25%	-$6.32K	﹤0.01%	1894
2026 Q2	$26.3K	Sell	1,097 -54	-5%	-$1.31K	﹤0.01%	1656
2026 Q1	$28.1K	Sell	1,151 -112	-9%	-$2.82K	﹤0.01%	1521
2025 Q4	$29.9K	Buy	+1,263	New	+$29.2K	﹤0.01%	1520
2021 Q1	–	Sell	-2,326	Closed	-$78K	–	1980
2020 Q4	$78K	Buy	+2,326	New	+$70K	0.02%	581

Other funds holding WY

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's WY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Weyerhaeuser (WY) stake by 25% in Q3 2026, selling an estimated $6.32K and leaving 826 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Pinnacle Wealth Planning Services first reported a position in WY in Q4 2020 and has held it in 5 quarters since. The position peaked at $78K in Q4 2020. 259 funds tracked by Wall St. Rank hold WY as of Q3 2026.

Pinnacle Wealth Planning Services held 826 shares of Weyerhaeuser worth $15.7K as of Q3 2026.
Pinnacle Wealth Planning Services sold 271 Weyerhaeuser shares in Q3 2026, an estimated $6.32K.
Weyerhaeuser made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1894 holding.
Pinnacle Wealth Planning Services first reported a position in Weyerhaeuser in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Weyerhaeuser position peaked at $78K in Q4 2020.
259 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.