Strategic Wealth Partners’s Weyerhaeuser WY Stock Holding History

Strategic Wealth Partners’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	$25.7K	Hold	1,052	–	–	﹤0.01%	649
2025 Q4	$24.9K	Buy	+1,052	New	+$24.3K	﹤0.01%	650
2025 Q3	–	Sell	-762	Closed	-$19.6K	–	1390
2025 Q2	$19.6K	Buy	+762	New	+$19.9K	﹤0.01%	653
2024 Q4	–	Sell	-7,000	Closed	-$237K	–	331
2024 Q3	$237K	Sell	7,000 -21,420	-75%	-$658K	0.02%	275
2024 Q2	$807K	Buy	+28,420	New	+$879K	0.08%	154
2019 Q4	–	Sell	-2,280	Closed	-$62	–	515
2019 Q3	$62	Sell	2,280 -40	-2%	-$1.04K	﹤0.01%	290
2019 Q2	$61K	Buy	2,320 +460	+25%	+$11.7K	0.03%	216
2019 Q1	$49K	Hold	1,860	–	–	0.02%	245
2018 Q4	$46K	Hold	1,860	–	–	0.02%	241
2018 Q3	$60K	Buy	1,860 +700	+60%	+$24.3K	0.03%	217
2018 Q2	$42K	Sell	1,160 -1,800	-61%	-$65.8K	0.02%	267
2018 Q1	$104K	Buy	2,960 +960	+48%	+$33.9K	0.05%	189
2017 Q4	$73K	Buy	+2,000	New	+$70.8K	0.04%	196

Other funds holding WY

BlackRock New York $5.72T AUM 30.48% 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 New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

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

Strategic Wealth Partners's WY Position: Q1 2026 in Review

Strategic Wealth Partners held its Weyerhaeuser (WY) position steady in Q1 2026 at 1,052 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Strategic Wealth Partners first reported a position in WY in Q4 2017 and has held it in 13 quarters since. The position peaked at $807K in Q2 2024. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Strategic Wealth Partners held 1,052 shares of Weyerhaeuser worth $25.7K as of Q1 2026.
Strategic Wealth Partners left its Weyerhaeuser share count unchanged in Q1 2026.
Weyerhaeuser made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #649 holding.
Strategic Wealth Partners first reported a position in Weyerhaeuser in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Weyerhaeuser position peaked at $807K in Q2 2024.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.