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SageView Advisory Group’s Weyerhaeuser WY Stock Holding History

SageView Advisory Group’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 		– Sell
-788
Closed -$18.7K – 2452
2025
Q4 		$18.7K Buy
+788
New +$18.2K ﹤0.01% 1485
2023
Q4 		– Sell
-11,442
Closed -$351K – 706
2023
Q3 		$351K Sell
11,442
-151
-1% -$4.97K 0.02% 387
2023
Q2 		$388K Buy
+11,593
New +$349K 0.02% 395

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's WY Position: Q1 2026 in Review

SageView Advisory Group sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 788 shares — an estimated $18.7K sold.

SageView Advisory Group first reported a position in WY in Q2 2023 and held it in 3 quarters. The position peaked at $388K in Q2 2023. 901 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • SageView Advisory Group reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 788 Weyerhaeuser shares in Q1 2026, an estimated $18.7K.
  • SageView Advisory Group first reported a position in Weyerhaeuser in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's Weyerhaeuser position peaked at $388K in Q2 2023.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.