Rise Advisors’s Weyerhaeuser WY Stock Holding History

Rise 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
2025 Q4	–	Sell	-433	Closed	-$10.7K	–	1451
2025 Q3	$10.7K	Buy	433 +3	+0.7%	+$77	﹤0.01%	949
2025 Q2	$11.1K	Buy	430 +3	+0.7%	+$79	﹤0.01%	937
2025 Q1	$12.5K	Buy	427 +39	+10%	+$1.16K	0.01%	828
2024 Q4	$10.9K	Buy	388 +2	+0.5%	+$62	0.01%	957
2024 Q3	$13.1K	Buy	386 +3	+0.8%	+$92	0.01%	937
2024 Q2	$10.9K	Buy	383 +2	+0.5%	+$62	0.01%	984
2024 Q1	$13.7K	Buy	+381	New	+$12.9K	0.01%	912

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rise Advisors's WY Position: Q4 2025 in Review

Rise Advisors sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 433 shares — an estimated $10.7K sold.

Rise Advisors first reported a position in WY in Q1 2024 and held it in 7 quarters. The position peaked at $13.7K in Q1 2024. 872 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Rise Advisors reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 433 Weyerhaeuser shares in Q4 2025, an estimated $10.7K.
Rise Advisors first reported a position in Weyerhaeuser in Q1 2024 and held it in 7 quarters.
Rise Advisors's Weyerhaeuser position peaked at $13.7K in Q1 2024.
872 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.