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Summit Trail Advisors’s Weyerhaeuser WY Stock Holding History

Summit Trail 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 		$4.66M Buy
194,720
+6,341
+3% +$154K 0.06% 198
2026
Q1 		$4.6M Buy
188,379
+11,857
+7% +$298K 0.07% 183
2025
Q4 		$4.18M Sell
176,522
-19,644
-10% -$454K 0.07% 160
2025
Q3 		$4.86M Buy
196,166
+88,610
+82% +$2.27M 0.07% 147
2025
Q2 		$2.76M Buy
+107,556
New +$2.81M 0.05% 201
2024
Q4 		– Sell
-44,082
Closed -$1.49M – 792
2024
Q3 		$1.49M Buy
44,082
+808
+2% +$24.8K 0.04% 201
2024
Q2 		$1.23M Buy
43,274
+829
+2% +$25.6K 0.03% 204
2024
Q1 		$1.52M Buy
42,445
+10,216
+32% +$346K 0.04% 162
2023
Q4 		$1.12M Buy
+32,229
New +$1M 0.04% 159
2018
Q1 		– Sell
-2,770
Closed -$104K – 1683
2017
Q4 		$104K Buy
+2,770
New +$98K 0.01% 612

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

Summit Trail Advisors's WY Position: Q2 2026 in Review

Summit Trail Advisors increased its Weyerhaeuser (WY) stake by 3.4% in Q2 2026, buying an estimated $154K and bringing the position to 194,720 shares worth $4.66M. The position accounts for 0.06% of the portfolio, ranked #198.

Summit Trail Advisors first reported a position in WY in Q4 2017 and has held it in 10 quarters since. The position peaked at $4.86M in Q3 2025. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Summit Trail Advisors held 194,720 shares of Weyerhaeuser worth $4.66M as of Q2 2026.
  • Summit Trail Advisors bought 6,341 Weyerhaeuser shares in Q2 2026, an estimated $154K.
  • Weyerhaeuser made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #198 holding.
  • Summit Trail Advisors first reported a position in Weyerhaeuser in Q4 2017 and has held it in 10 quarters since.
  • Summit Trail Advisors's Weyerhaeuser position peaked at $4.86M in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.