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SHP Wealth Management’s Weyerhaeuser WY Stock Holding History

SHP Wealth Management’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 		$66.2K Buy
2,710
+53
+2% +$1.33K 0.01% 441
2025
Q4 		$62.9K Buy
+2,657
New +$61.5K ﹤0.01% 433

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $865B AUM 30.76% 1-Year Est. Return

SHP Wealth Management's WY Position: Q1 2026 in Review

SHP Wealth Management increased its Weyerhaeuser (WY) stake by 2% in Q1 2026, buying an estimated $1.33K and bringing the position to 2,710 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #441.

SHP Wealth Management first reported a position in WY in Q4 2025 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • SHP Wealth Management held 2,710 shares of Weyerhaeuser worth $66.2K as of Q1 2026.
  • SHP Wealth Management bought 53 Weyerhaeuser shares in Q1 2026, an estimated $1.33K.
  • Weyerhaeuser made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #441 holding.
  • SHP Wealth Management first reported a position in Weyerhaeuser in Q4 2025 and has held it in 2 quarters since.
  • 900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.