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Sunrise Financial Services’s Weyerhaeuser WY Stock Holding History

Sunrise Financial Services’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 		$9.77K Hold
408
– – 0.01% 237
2026
Q1 		$9.97K Hold
408
– – 0.01% 234
2025
Q4 		$9.67K Buy
+408
New +$9.44K 0.01% 212

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

Sunrise Financial Services's WY Position: Q2 2026 in Review

Sunrise Financial Services held its Weyerhaeuser (WY) position steady in Q2 2026 at 408 shares worth $9.77K. The position accounts for 0.01% of the portfolio, ranked #237.

Sunrise Financial Services first reported a position in WY in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.97K in Q1 2026. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Sunrise Financial Services held 408 shares of Weyerhaeuser worth $9.77K as of Q2 2026.
  • Sunrise Financial Services left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #237 holding.
  • Sunrise Financial Services first reported a position in Weyerhaeuser in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Weyerhaeuser position peaked at $9.97K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.