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Prestige Wealth Management Group’s Weyerhaeuser WY Stock Holding History

Prestige Wealth Management Group’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 		$122K Sell
5,091
-2,393
-32% -$58.1K 0.02% 202
2026
Q1 		$183K Buy
7,484
+7,449
+21,283% +$187K 0.04% 167
2025
Q4 		$830 Sell
35
-11,204
-100% -$259K ﹤0.01% 897
2025
Q3 		$279K Buy
11,239
+1,365
+14% +$34.9K 0.05% 151
2025
Q2 		$254K Sell
9,874
-1,628
-14% -$42.6K 0.05% 153
2025
Q1 		$337K Buy
11,502
+609
+6% +$18.1K 0.07% 126
2024
Q4 		$307K Buy
10,893
+431
+4% +$13.4K 0.06% 136
2024
Q3 		$354K Buy
10,462
+9,462
+946% +$291K 0.07% 125
2024
Q2 		$28.4K Sell
1,000
-8,786
-90% -$272K 0.01% 282
2024
Q1 		$351K Buy
9,786
+8,786
+879% +$297K 0.08% 117
2023
Q4 		$34.8K Hold
1,000
– – 0.01% 282
2023
Q3 		$30.7K Hold
1,000
– – 0.01% 284
2023
Q2 		$33.5K Hold
1,000
– – 0.01% 302
2023
Q1 		$30.1K Hold
1,000
– – 0.01% 283
2022
Q4 		$31K Buy
+1,000
New +$31K 0.01% 301
2022
Q3 		– Sell
-10
Closed – – 1091
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1092
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1069
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1075
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1064
2021
Q2 		$0 Hold
10
– – ﹤0.01% 1049
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1051
2020
Q4 		$0 Buy
+10
New +$301 ﹤0.01% 1053
2020
Q2 		– Sell
-130
Closed -$2K – 974
2020
Q1 		$2K Buy
+130
New +$3.42K ﹤0.01% 692
2019
Q1 		– Sell
-182
Closed -$4K – 1161
2018
Q4 		$4K Buy
+182
New +$4.85K ﹤0.01% 680

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Prestige Wealth Management Group's WY Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Weyerhaeuser (WY) stake by 32% in Q2 2026, selling an estimated $58.1K and leaving 5,091 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #202.

Prestige Wealth Management Group first reported a position in WY in Q4 2018 and has held it in 24 quarters since. The position peaked at $354K in Q3 2024. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Prestige Wealth Management Group held 5,091 shares of Weyerhaeuser worth $122K as of Q2 2026.
  • Prestige Wealth Management Group sold 2,393 Weyerhaeuser shares in Q2 2026, an estimated $58.1K.
  • Weyerhaeuser made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #202 holding.
  • Prestige Wealth Management Group first reported a position in Weyerhaeuser in Q4 2018 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's Weyerhaeuser position peaked at $354K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.