Provenance Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Provenance 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	$17.2K	Buy	717 +2	+0.3%	+$49	﹤0.01%	308
2026 Q1	$17.5K	Hold	715	–	–	﹤0.01%	280
2025 Q4	$16.9K	Sell	715 -30	-4%	-$694	﹤0.01%	272
2025 Q3	$18.5K	Hold	745	–	–	﹤0.01%	296
2025 Q2	$19.1K	Sell	745 -3,820	-84%	-$100K	﹤0.01%	272
2025 Q1	$134K	Sell	4,565 -4,147	-48%	-$123K	0.02%	156
2024 Q4	$245K	Sell	8,712 -21,507	-71%	-$671K	0.03%	130
2024 Q3	$1.02M	Buy	30,219 +980	+3%	+$30.1K	0.13%	67
2024 Q2	$830K	Buy	29,239 +120	+0.4%	+$3.71K	0.12%	71
2024 Q1	$1.05M	Buy	29,119 +1,150	+4%	+$38.9K	0.15%	61
2023 Q4	$972K	Buy	27,969 +795	+3%	+$24.7K	0.13%	65
2023 Q3	$833K	Buy	+27,174	New	+$894K	0.13%	62

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

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

Provenance Wealth Advisors increased its Weyerhaeuser (WY) stake by 0.28% in Q2 2026, buying an estimated $49 and bringing the position to 717 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Provenance Wealth Advisors first reported a position in WY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2024. 903 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Provenance Wealth Advisors held 717 shares of Weyerhaeuser worth $17.2K as of Q2 2026.
Provenance Wealth Advisors bought 2 Weyerhaeuser shares in Q2 2026, an estimated $49.
Weyerhaeuser made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #308 holding.
Provenance Wealth Advisors first reported a position in Weyerhaeuser in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Weyerhaeuser position peaked at $1.05M in Q1 2024.
903 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.