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Prospera Financial Services’s Weyerhaeuser WY Stock Holding History

Prospera Financial 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
Q2 		$2.18M Sell
91,107
-2,751
-3% -$66.8K 0.03% 497
2026
Q1 		$2.29M Buy
93,858
+1,734
+2% +$43.6K 0.04% 460
2025
Q4 		$2.18M Buy
92,124
+1,234
+1% +$28.5K 0.04% 454
2025
Q3 		$2.25M Buy
90,890
+6
+0% +$153 0.04% 446
2025
Q2 		$2.33M Buy
90,884
+1,693
+2% +$44.3K 0.04% 422
2025
Q1 		$2.61M Buy
89,191
+2,254
+3% +$67.1K 0.06% 329
2024
Q4 		$2.45M Sell
86,937
-512
-0.6% -$16K 0.06% 326
2024
Q3 		$2.96M Buy
87,449
+195
+0.2% +$5.99K 0.08% 274
2024
Q2 		$2.48M Buy
87,254
+240
+0.3% +$7.42K 0.07% 292
2024
Q1 		$3.12M Buy
87,014
+1,211
+1% +$41K 0.09% 245
2023
Q4 		$2.98M Buy
85,803
+90
+0.1% +$2.8K 0.1% 236
2023
Q3 		$2.63M Buy
85,713
+3,787
+5% +$125K 0.1% 221
2023
Q2 		$2.75M Sell
81,926
-742
-0.9% -$22.3K 0.11% 216
2023
Q1 		$2.49M Buy
82,668
+44,690
+118% +$1.41M 0.1% 241
2022
Q4 		$1.18M Buy
37,978
+2,892
+8% +$89.6K 0.06% 321
2022
Q3 		$1M Buy
35,086
+34,522
+6,121% +$1.18M 0.05% 363
2022
Q2 		$19K Sell
564
-1,957
-78% -$74.6K ﹤0.01% 1220
2022
Q1 		$96K Buy
+2,521
New +$100K ﹤0.01% 1128
2018
Q2 		– Sell
-6,182
Closed -$216K – 477
2018
Q1 		$216K Buy
+6,182
New +$218K 0.03% 405

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 $59.9B AUM 27.01% 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

Prospera Financial Services's WY Position: Q2 2026 in Review

Prospera Financial Services reduced its Weyerhaeuser (WY) stake by 2.9% in Q2 2026, selling an estimated $66.8K and leaving 91,107 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #497.

Prospera Financial Services first reported a position in WY in Q1 2018 and has held it in 19 quarters since. The position peaked at $3.12M in Q1 2024. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Prospera Financial Services held 91,107 shares of Weyerhaeuser worth $2.18M as of Q2 2026.
  • Prospera Financial Services sold 2,751 Weyerhaeuser shares in Q2 2026, an estimated $66.8K.
  • Weyerhaeuser made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #497 holding.
  • Prospera Financial Services first reported a position in Weyerhaeuser in Q1 2018 and has held it in 19 quarters since.
  • Prospera Financial Services's Weyerhaeuser position peaked at $3.12M in Q1 2024.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.