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Spire Wealth Management’s Weyerhaeuser WY Stock Holding History

Spire 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 		$83.4K Sell
3,484
-55
-2% -$1.34K ﹤0.01% 1024
2026
Q1 		$86.5K Buy
3,539
+1
+0% +$25 ﹤0.01% 1012
2025
Q4 		$83.8K Buy
3,538
+46
+1% +$1.06K ﹤0.01% 1037
2025
Q3 		$86.6K Sell
3,492
-33
-0.9% -$844 ﹤0.01% 1040
2025
Q2 		$90.6K Sell
3,525
-3,027
-46% -$79.2K ﹤0.01% 1011
2025
Q1 		$192K Buy
6,552
+1,894
+41% +$56.4K 0.01% 831
2024
Q4 		$131K Sell
4,658
-2,032
-30% -$63.4K ﹤0.01% 946
2024
Q3 		$227K Buy
6,690
+18
+0.3% +$553 0.01% 700
2024
Q2 		$189K Buy
6,672
+31
+0.5% +$959 0.01% 733
2024
Q1 		$238K Sell
6,641
-90
-1% -$3.05K ﹤0.01% 730
2023
Q4 		$221K Sell
6,731
-122
-2% -$3.8K 0.01% 730
2023
Q3 		$210K Buy
6,853
+88
+1% +$2.9K 0.01% 696
2023
Q2 		$227K Sell
6,765
-382
-5% -$11.5K 0.01% 691
2023
Q1 		$215K Buy
7,147
+111
+2% +$3.5K 0.01% 705
2022
Q4 		$218K Buy
7,036
+2,299
+49% +$71.2K 0.01% 537
2022
Q3 		$135K Sell
4,737
-4,207
-47% -$143K 0.01% 620
2022
Q2 		$296K Sell
8,944
-354
-4% -$13.5K 0.01% 638
2022
Q1 		$352K Sell
9,298
-1,481
-14% -$58.7K 0.01% 676
2021
Q4 		$444K Sell
10,779
-1,727
-14% -$65.6K 0.01% 745
2021
Q3 		$445K Buy
12,506
+475
+4% +$16.6K 0.01% 627
2021
Q2 		$414K Sell
12,031
-1,241
-9% -$46K 0.01% 669
2021
Q1 		$472K Buy
+13,272
New +$452K 0.01% 687

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

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

Spire Wealth Management reduced its Weyerhaeuser (WY) stake by 1.6% in Q2 2026, selling an estimated $1.34K and leaving 3,484 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Spire Wealth Management first reported a position in WY in Q1 2021 and has held it in 22 quarters since. The position peaked at $472K in Q1 2021. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Spire Wealth Management held 3,484 shares of Weyerhaeuser worth $83.4K as of Q2 2026.
  • Spire Wealth Management sold 55 Weyerhaeuser shares in Q2 2026, an estimated $1.34K.
  • Weyerhaeuser made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • Spire Wealth Management first reported a position in Weyerhaeuser in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Weyerhaeuser position peaked at $472K in Q1 2021.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.