Savvy Advisors Inc’s Weyerhaeuser WY Stock Holding History

Savvy Advisors Inc’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
2025 Q3	–	Sell	-11,733	Closed	-$301K	–	852
2025 Q2	$301K	Buy	11,733 +2,851	+32%	+$74.6K	0.02%	493
2025 Q1	$260K	Buy	+8,882	New	+$264K	0.03%	421

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Savvy Advisors Inc's WY Position: Q3 2025 in Review

Savvy Advisors Inc sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 11,733 shares — an estimated $301K sold.

Savvy Advisors Inc first reported a position in WY in Q1 2025 and held it in 2 quarters. The position peaked at $301K in Q2 2025. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Savvy Advisors Inc reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Savvy Advisors Inc sold 11,733 Weyerhaeuser shares in Q3 2025, an estimated $301K.
Savvy Advisors Inc first reported a position in Weyerhaeuser in Q1 2025 and held it in 2 quarters.
Savvy Advisors Inc's Weyerhaeuser position peaked at $301K in Q2 2025.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.