Tortoise Investment Management’s Weyerhaeuser WY Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-350	Closed	-$8.68K	–	1479
2025 Q3	$8.68K	Sell	350 -7	-2%	-$179	﹤0.01%	631
2025 Q2	$9.17K	Buy	357 +37	+12%	+$968	﹤0.01%	608
2025 Q1	$9.37K	Hold	320	–	–	﹤0.01%	593
2024 Q4	$9.01K	Hold	320	–	–	﹤0.01%	643
2024 Q3	$10.8K	Hold	320	–	–	﹤0.01%	628
2024 Q2	$9.09K	Sell	320 -740	-70%	-$22.9K	﹤0.01%	646
2024 Q1	$38.1K	Hold	1,060	–	–	﹤0.01%	415
2023 Q4	$36.9K	Sell	1,060 -11	-1%	-$342	0.01%	397
2023 Q3	$32.8K	Buy	1,071 +11	+1%	+$362	﹤0.01%	400
2023 Q2	$35.5K	Hold	1,060	–	–	0.01%	381
2023 Q1	$31.9K	Hold	1,060	–	–	0.01%	394
2022 Q4	$32.9K	Sell	1,060 -640	-38%	-$19.8K	0.01%	380
2022 Q3	$49K	Hold	1,700	–	–	0.01%	316
2022 Q2	$56K	Hold	1,700	–	–	0.01%	286
2022 Q1	$64K	Hold	1,700	–	–	0.01%	281
2021 Q4	$70K	Hold	1,700	–	–	0.01%	259
2021 Q3	$60K	Hold	1,700	–	–	0.01%	255
2021 Q2	$59K	Sell	1,700 -320	-16%	-$11.9K	0.01%	256
2021 Q1	$72K	Hold	2,020	–	–	0.02%	225
2020 Q4	$68K	Sell	2,020 -160	-7%	-$4.81K	0.02%	214
2020 Q3	$62K	Hold	2,180	–	–	0.02%	212
2020 Q2	$49K	Sell	2,180 -870	-29%	-$17.6K	0.01%	223
2020 Q1	$52K	Sell	3,050 -560	-16%	-$14.7K	0.02%	217
2019 Q4	$109K	Hold	3,610	–	–	0.03%	182
2019 Q3	$100K	Sell	3,610 -480	-12%	-$12.5K	0.03%	187
2019 Q2	$108K	Sell	4,090 -540	-12%	-$13.7K	0.03%	188
2019 Q1	$122K	Sell	4,630 -800	-15%	-$20.2K	0.03%	173
2018 Q4	$119K	Hold	5,430	–	–	0.03%	166
2018 Q3	$175K	Sell	5,430 -500	-8%	-$17.4K	0.05%	146
2018 Q2	$216K	Sell	5,930 -760	-11%	-$27.8K	0.06%	130
2018 Q1	$234K	Sell	6,690 -1,900	-22%	-$67K	0.06%	127
2017 Q4	$303K	Sell	8,590 -810	-9%	-$28.7K	0.09%	116
2017 Q3	$320K	Sell	9,400 -1,120	-11%	-$36.8K	0.1%	105
2017 Q2	$352K	Sell	10,520 -166	-2%	-$5.59K	0.11%	95
2017 Q1	$363K	Buy	10,686 +166	+2%	+$5.4K	0.12%	86
2016 Q4	$317K	Sell	10,520 -2,780	-21%	-$85.7K	0.11%	89
2016 Q3	$425K	Sell	13,300 -2,089	-14%	-$66K	0.14%	75
2016 Q2	$458K	Sell	15,389 -3,200	-17%	-$98.4K	0.16%	73
2016 Q1	$576K	Buy	18,589 +14,089	+313%	+$376K	0.21%	68
2015 Q4	$135K	Hold	4,500	–	–	0.05%	131
2015 Q3	$123K	Hold	4,500	–	–	0.05%	131
2015 Q2	$142K	Sell	4,500 -400	-8%	-$12.9K	0.05%	129
2015 Q1	$162K	Sell	4,900 -200	-4%	-$7K	0.06%	119
2014 Q4	$183K	Hold	5,100	–	–	0.07%	110
2014 Q3	$162K	Hold	5,100	–	–	0.07%	110
2014 Q2	$169K	Buy	5,100 +400	+9%	+$12.1K	0.07%	111
2014 Q1	$138K	Hold	4,700	–	–	0.06%	114
2013 Q4	$148K	Hold	4,700	–	–	0.08%	102
2013 Q3	$135K	Buy	4,700 +600	+15%	+$17K	0.08%	99
2013 Q2	$117K	Buy	+4,100	New	+$124K	0.08%	92

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 $3.37T AUM 44.26% 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

Tortoise Investment Management's WY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 350 shares — an estimated $8.68K sold.

Tortoise Investment Management first reported a position in WY in Q2 2013 and held it in 50 quarters. The position peaked at $576K in Q1 2016. 875 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Tortoise Investment Management reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 350 Weyerhaeuser shares in Q4 2025, an estimated $8.68K.
Tortoise Investment Management first reported a position in Weyerhaeuser in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Weyerhaeuser position peaked at $576K in Q1 2016.
875 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.