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Ritter Daniher Financial Advisory’s Weyerhaeuser WY Stock Holding History

Ritter Daniher Financial 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
2025
Q4 		– Sell
-331
Closed -$8.21K – 635
2025
Q3 		$8.21K Buy
+331
New +$8.46K ﹤0.01% 354

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ritter Daniher Financial Advisory's WY Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 331 shares — an estimated $8.21K sold.

Ritter Daniher Financial Advisory first reported a position in WY in Q3 2025 and held it in 1 quarter. The position peaked at $8.21K in Q3 2025. 876 funds tracked by Wall St. Rank hold WY as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 331 Weyerhaeuser shares in Q4 2025, an estimated $8.21K.
  • Ritter Daniher Financial Advisory first reported a position in Weyerhaeuser in Q3 2025 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Weyerhaeuser position peaked at $8.21K in Q3 2025.
  • 876 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.