RFP
WY icon

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
Q2 		– Sell
-13
Closed -$318 – 3213
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Root Financial Partners's WY Position: Q2 2026 in Review

Root Financial Partners sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 13 shares — an estimated $318 sold.

Root Financial Partners first reported a position in WY in Q3 2025 and held it in 3 quarters. The position peaked at $9.64K in Q3 2025. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Root Financial Partners reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Weyerhaeuser shares in Q2 2026, an estimated $318.
  • Root Financial Partners first reported a position in Weyerhaeuser in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Weyerhaeuser position peaked at $9.64K in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.