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Root Financial Partners’s Weyerhaeuser WY Stock Holding History

Root Financial Partners’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
Q1 		$318 Hold
13
– – ﹤0.01% 3016
2025
Q4 		$308 Sell
13
-376
-97% -$8.7K ﹤0.01% 2261
2025
Q3 		$9.64K Buy
+389
New +$9.95K ﹤0.01% 1464

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's WY Position: Q1 2026 in Review

Root Financial Partners held its Weyerhaeuser (WY) position steady in Q1 2026 at 13 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Root Financial Partners first reported a position in WY in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.64K in Q3 2025. 897 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Root Financial Partners held 13 shares of Weyerhaeuser worth $318 as of Q1 2026.
  • Root Financial Partners left its Weyerhaeuser share count unchanged in Q1 2026.
  • Weyerhaeuser made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3016 holding.
  • Root Financial Partners first reported a position in Weyerhaeuser in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Weyerhaeuser position peaked at $9.64K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.