SIM
WY icon

Synergy Investment Management’s Weyerhaeuser WY Stock Holding History

Synergy Investment 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 		$2.62K Buy
107
+98
+1,089% +$2.38K ﹤0.01% 863
2026
Q1 		$220 Buy
+9
New +$226 ﹤0.01% 878

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 $59.9B AUM 27.01% 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

Synergy Investment Management's WY Position: Q2 2026 in Review

Synergy Investment Management increased its Weyerhaeuser (WY) stake by 1,089% in Q2 2026, buying an estimated $2.38K and bringing the position to 107 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Synergy Investment Management first reported a position in WY in Q1 2026 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Synergy Investment Management held 107 shares of Weyerhaeuser worth $2.62K as of Q2 2026.
  • Synergy Investment Management bought 98 Weyerhaeuser shares in Q2 2026, an estimated $2.38K.
  • Weyerhaeuser made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #863 holding.
  • Synergy Investment Management first reported a position in Weyerhaeuser in Q1 2026 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.