RIL
WY icon

Rothschild Investment LLC’s Weyerhaeuser WY Stock Holding History

Rothschild Investment LLC’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 		$1.03M Buy
43,029
+35,520
+473% +$863K 0.04% 411
2026
Q1 		$183K Buy
7,509
+5,647
+303% +$142K 0.01% 703
2025
Q4 		$44.1K Buy
1,862
+227
+14% +$5.25K ﹤0.01% 1064
2025
Q3 		$40.5K Sell
1,635
-137
-8% -$3.5K ﹤0.01% 1054
2025
Q2 		$45.5K Buy
1,772
+50
+3% +$1.31K ﹤0.01% 804
2025
Q1 		$50.4K Buy
1,722
+1
+0.1% +$30 ﹤0.01% 765
2024
Q4 		$48.4K Sell
1,721
-96
-5% -$3K ﹤0.01% 786
2024
Q3 		$61.5K Sell
1,817
-75
-4% -$2.31K ﹤0.01% 739
2024
Q2 		$53.7K Sell
1,892
-110
-5% -$3.4K ﹤0.01% 738
2024
Q1 		$71.9K Buy
2,002
+160
+9% +$5.42K 0.01% 664
2023
Q4 		$64K Buy
+1,842
New +$57.3K 0.01% 623
2018
Q1 		– Sell
-7,897
Closed -$278K – 412
2017
Q4 		$278K Hold
7,897
– – 0.03% 345
2017
Q3 		$269K Hold
7,897
– – 0.03% 355
2017
Q2 		$265K Hold
7,897
– – 0.03% 377
2017
Q1 		$268K Hold
7,897
– – 0.03% 375
2016
Q4 		$238K Sell
7,897
-320
-4% -$9.86K 0.03% 381
2016
Q3 		$262K Hold
8,217
– – 0.03% 376
2016
Q2 		$245K Buy
8,217
+320
+4% +$9.84K 0.03% 386
2016
Q1 		$245K Buy
7,897
+296
+4% +$7.91K 0.03% 382
2015
Q4 		$228K Buy
+7,601
New +$229K 0.03% 407
2015
Q3 		– Sell
-21,151
Closed -$666K – 517
2015
Q2 		$666K Buy
21,151
+150
+0.7% +$4.82K 0.08% 262
2015
Q1 		$696K Buy
21,001
+650
+3% +$22.8K 0.08% 242
2014
Q4 		$730K Sell
20,351
-250
-1% -$8.58K 0.09% 230
2014
Q3 		$656K Sell
20,601
-3,000
-13% -$98.4K 0.08% 250
2014
Q2 		$781K Buy
23,601
+950
+4% +$28.7K 0.1% 199
2014
Q1 		$665K Sell
22,651
-1,400
-6% -$42.1K 0.09% 220
2013
Q4 		$759K Sell
24,051
-400
-2% -$12K 0.1% 207
2013
Q3 		$700K Buy
24,451
+950
+4% +$26.9K 0.1% 198
2013
Q2 		$670K Buy
+23,501
New +$711K 0.11% 183

Other funds holding WY

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Rothschild Investment LLC's WY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Weyerhaeuser (WY) stake by 473% in Q2 2026, buying an estimated $863K and bringing the position to 43,029 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #411.

Rothschild Investment LLC first reported a position in WY in Q2 2013 and has held it in 29 quarters since. 440 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Rothschild Investment LLC held 43,029 shares of Weyerhaeuser worth $1.03M as of Q2 2026.
  • Rothschild Investment LLC bought 35,520 Weyerhaeuser shares in Q2 2026, an estimated $863K.
  • Weyerhaeuser made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #411 holding.
  • Rothschild Investment LLC first reported a position in Weyerhaeuser in Q2 2013 and has held it in 29 quarters since.
  • 440 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.