Swan Capital’s Weyerhaeuser WY Stock Holding History

Swan Capital’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
2025 Q4	–	Sell	-40	Closed	-$1K	–	554
2025 Q3	$1K	Buy	+40	New	+$1.02K	﹤0.01%	389

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swan Capital's WY Position: Q4 2025 in Review

Swan Capital sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 40 shares — an estimated $1K sold.

Swan Capital first reported a position in WY in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 876 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Swan Capital reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Swan Capital sold 40 Weyerhaeuser shares in Q4 2025, an estimated $1K.
Swan Capital first reported a position in Weyerhaeuser in Q3 2025 and held it in 1 quarter.
Swan Capital's Weyerhaeuser position peaked at $1K in Q3 2025.
876 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Swan Capital's 13F filing for Q4 2025, filed 12 Feb 2026.