Principia Wealth Advisory’s Weyerhaeuser WY Stock Holding History

Principia Wealth Advisory’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	$1.92K	Sell	80 -11	-12%	-$267	﹤0.01%	606
2026 Q1	$2.22K	Buy	91 +20	+28%	+$503	﹤0.01%	485
2025 Q4	$1.68K	Buy	71 +31	+78%	+$717	﹤0.01%	501
2025 Q3	$992	Buy	40 +5	+14%	+$128	﹤0.01%	646
2025 Q2	$899	Buy	35 +26	+289%	+$680	﹤0.01%	602
2025 Q1	$239	Sell	9 -7	-44%	-$208	﹤0.01%	758
2024 Q4	$450	Buy	+16	New	+$499	﹤0.01%	577

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

Principia Wealth Advisory's WY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Weyerhaeuser (WY) stake by 12% in Q2 2026, selling an estimated $267 and leaving 80 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Principia Wealth Advisory first reported a position in WY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22K in Q1 2026. 900 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Principia Wealth Advisory held 80 shares of Weyerhaeuser worth $1.92K as of Q2 2026.
Principia Wealth Advisory sold 11 Weyerhaeuser shares in Q2 2026, an estimated $267.
Weyerhaeuser made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #606 holding.
Principia Wealth Advisory first reported a position in Weyerhaeuser in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Weyerhaeuser position peaked at $2.22K in Q1 2026.
900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.