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Robertson Stephens Wealth Management’s Weyerhaeuser WY Stock Holding History

Robertson Stephens Wealth Management’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 		$1.97M Buy
82,225
+478
+0.6% +$11.6K 0.05% 219
2026
Q1 		$2M Buy
81,747
+2,872
+4% +$72.2K 0.06% 207
2025
Q4 		$1.87M Buy
+78,875
New +$1.82M 0.05% 223
2024
Q4 		– Sell
-6,452
Closed -$218K – 646
2024
Q3 		$218K Buy
+6,452
New +$198K 0.01% 588
2024
Q2 		– Sell
-7,144
Closed -$257K – 542
2024
Q1 		$257K Sell
7,144
-53
-0.7% -$1.79K 0.01% 449
2023
Q4 		$250K Sell
7,197
-10,592
-60% -$330K 0.02% 408
2023
Q3 		$545K Sell
17,789
-1,000
-5% -$32.9K 0.04% 290
2023
Q2 		$630K Sell
18,789
-310
-2% -$9.33K 0.04% 249
2023
Q1 		$575K Buy
19,099
+213
+1% +$6.71K 0.04% 275
2022
Q4 		$585K Buy
18,886
+2,244
+13% +$69.5K 0.06% 243
2022
Q3 		$475K Sell
16,642
-1,846
-10% -$62.8K 0.05% 226
2022
Q2 		$612K Buy
18,488
+11,534
+166% +$440K 0.06% 219
2022
Q1 		$263K Sell
6,954
-570
-8% -$22.6K 0.02% 334
2021
Q4 		$309K Buy
7,524
+1,131
+18% +$42.9K 0.03% 313
2021
Q3 		$227K Buy
6,393
+196
+3% +$6.87K 0.03% 288
2021
Q2 		$213K Buy
+6,197
New +$230K 0.03% 312

Other funds holding WY

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Robertson Stephens Wealth Management's WY Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Weyerhaeuser (WY) stake by 0.58% in Q2 2026, buying an estimated $11.6K and bringing the position to 82,225 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #219.

Robertson Stephens Wealth Management first reported a position in WY in Q2 2021 and has held it in 16 quarters since. The position peaked at $2M in Q1 2026. 345 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Robertson Stephens Wealth Management held 82,225 shares of Weyerhaeuser worth $1.97M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 478 Weyerhaeuser shares in Q2 2026, an estimated $11.6K.
  • Weyerhaeuser made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Robertson Stephens Wealth Management first reported a position in Weyerhaeuser in Q2 2021 and has held it in 16 quarters since.
  • Robertson Stephens Wealth Management's Weyerhaeuser position peaked at $2M in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.