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Schwarz Dygos Wheeler Investment Advisors’s Weyerhaeuser WY Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$2.38M Buy
99,353
+8,354
+9% +$203K 0.45% 43
2026
Q1 		$2.22M Buy
90,999
+2,222
+3% +$55.9K 0.46% 45
2025
Q4 		$2.1M Sell
88,777
-1,889
-2% -$43.7K 0.43% 44
2025
Q3 		$2.25M Buy
90,666
+3,924
+5% +$100K 0.48% 43
2025
Q2 		$2.23M Buy
86,742
+3,936
+5% +$103K 0.51% 45
2025
Q1 		$2.42M Buy
82,806
+3,413
+4% +$102K 0.57% 42
2024
Q4 		$2.23M Buy
79,393
+886
+1% +$27.6K 0.55% 39
2024
Q3 		$2.66M Buy
78,507
+616
+0.8% +$18.9K 0.66% 35
2024
Q2 		$2.21M Buy
77,891
+691
+0.9% +$21.4K 0.59% 38
2024
Q1 		$2.77M Buy
77,200
+1,022
+1% +$34.6K 0.78% 31
2023
Q4 		$2.65M Buy
76,178
+645
+0.9% +$20.1K 0.81% 29
2023
Q3 		$2.32M Sell
75,533
-393
-0.5% -$12.9K 0.78% 33
2023
Q2 		$2.54M Buy
75,926
+1,051
+1% +$31.6K 0.84% 32
2023
Q1 		$2.26M Buy
74,875
+436
+0.6% +$13.7K 0.82% 32
2022
Q4 		$2.31M Buy
74,439
+59
+0.1% +$1.83K 0.91% 34
2022
Q3 		$2.12M Buy
74,380
+60
+0.1% +$2.04K 0.94% 28
2022
Q2 		$2.46M Buy
74,320
+650
+0.9% +$24.8K 0.99% 24
2022
Q1 		$2.79M Buy
73,670
+126
+0.2% +$5K 0.94% 25
2021
Q4 		$3.03M Buy
73,544
+1,090
+2% +$41.4K 1.03% 25
2021
Q3 		$2.58M Buy
72,454
+740
+1% +$25.9K 0.94% 29
2021
Q2 		$2.47M Buy
71,714
+1,601
+2% +$59.4K 0.9% 34
2021
Q1 		$2.5M Buy
70,113
+120
+0.2% +$4.09K 1.03% 26
2020
Q4 		$2.35M Sell
69,993
-1,064
-1% -$32K 1.13% 24
2020
Q3 		$2.03M Buy
71,057
+3,477
+5% +$95.5K 1.15% 25
2020
Q2 		$1.6M Buy
67,580
+3,507
+5% +$71K 1.05% 26
2020
Q1 		$1.09M Buy
64,073
+2,764
+5% +$72.7K 0.92% 28
2019
Q4 		$1.85M Buy
61,309
+7,041
+13% +$204K 1.27% 20
2019
Q3 		$1.5M Buy
54,268
+2,824
+5% +$73.7K 1.19% 22
2019
Q2 		$1.35M Buy
51,444
+3,706
+8% +$94.2K 1.12% 24
2019
Q1 		$1.26M Buy
47,738
+2,484
+5% +$62.6K 1.08% 25
2018
Q4 		$989K Buy
+45,254
New +$1.21M 1.07% 28

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Schwarz Dygos Wheeler Investment Advisors's WY Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Weyerhaeuser (WY) stake by 9.2% in Q2 2026, buying an estimated $203K and bringing the position to 99,353 shares worth $2.38M. The position accounts for 0.45% of the portfolio, ranked #43.

Schwarz Dygos Wheeler Investment Advisors first reported a position in WY in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.03M in Q4 2021. 487 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 99,353 shares of Weyerhaeuser worth $2.38M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 8,354 Weyerhaeuser shares in Q2 2026, an estimated $203K.
  • Weyerhaeuser made up 0.45% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Weyerhaeuser in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Weyerhaeuser position peaked at $3.03M in Q4 2021.
  • 487 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.