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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
Q2 		$64.9K Buy
2,711
+1
+0% +$24 ﹤0.01% 488
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SHP Wealth Management's WY Position: Q2 2026 in Review

SHP Wealth Management increased its Weyerhaeuser (WY) stake by 0.04% in Q2 2026, buying an estimated $24 and bringing the position to 2,711 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

SHP Wealth Management first reported a position in WY in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.2K in Q1 2026. 906 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • SHP Wealth Management held 2,711 shares of Weyerhaeuser worth $64.9K as of Q2 2026.
  • SHP Wealth Management bought 1 Weyerhaeuser share in Q2 2026, an estimated $24.
  • Weyerhaeuser made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #488 holding.
  • SHP Wealth Management first reported a position in Weyerhaeuser in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Weyerhaeuser position peaked at $66.2K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.