TRUE Private Wealth Advisors’s Weyerhaeuser WY Stock Holding History

TRUE Private Wealth 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 Q1	$321K	Sell	13,154 -222	-2%	-$5.58K	0.03%	209
2025 Q4	$317K	Sell	13,376 -17	-0.1%	-$393	0.03%	204
2025 Q3	$332K	Sell	13,393 -32	-0.2%	-$818	0.03%	197
2025 Q2	$345K	Buy	13,425 +1,482	+12%	+$38.8K	0.04%	189
2025 Q1	$350K	Hold	11,943	–	–	0.04%	167
2024 Q4	$336K	Sell	11,943 -15	-0.1%	-$468	0.04%	168
2024 Q3	$405K	Buy	11,958 +36	+0.3%	+$1.11K	0.05%	138
2024 Q2	$338K	Hold	11,922	–	–	0.04%	207
2024 Q1	$428K	Sell	11,922 -3	-0%	-$102	0.05%	183
2023 Q4	$415K	Sell	11,925 -40	-0.3%	-$1.25K	0.05%	179
2023 Q3	$367K	Buy	11,965 +50	+0.4%	+$1.65K	0.05%	174
2023 Q2	$399K	Hold	11,915	–	–	0.06%	150
2023 Q1	$359K	Sell	11,915 -213	-2%	-$6.71K	0.05%	151
2022 Q4	$376K	Buy	12,128 +213	+2%	+$6.6K	0.06%	137
2022 Q3	$340K	Hold	11,915	–	–	0.05%	138
2022 Q2	$394K	Hold	11,915	–	–	0.06%	137
2022 Q1	$503K	Sell	11,915 -1,120	-9%	-$44.4K	0.07%	129
2021 Q4	$536K	Buy	13,035 +131	+1%	+$4.97K	0.08%	143
2021 Q3	$459K	Hold	12,904	–	–	0.07%	152
2021 Q2	$444K	Sell	12,904 -131	-1%	-$4.86K	0.07%	145
2021 Q1	$464K	Buy	13,035 +6,291	+93%	+$214K	0.08%	141
2020 Q4	$226K	Hold	6,744	–	–	0.04%	183
2020 Q3	$192K	Hold	6,744	–	–	0.03%	188
2020 Q2	$151K	Hold	6,744	–	–	0.03%	196
2020 Q1	$114K	Sell	6,744 -546	-7%	-$14.4K	0.02%	193
2019 Q4	$220K	Hold	7,290	–	–	0.03%	206
2019 Q3	$201K	Sell	7,290 -386	-5%	-$10.1K	0.03%	201
2019 Q2	$202K	Hold	7,676	–	–	0.03%	192
2019 Q1	$202K	Sell	7,676 -5,188	-40%	-$131K	0.04%	197
2018 Q4	$281K	Buy	12,864 +39	+0.3%	+$1.04K	0.05%	187
2018 Q3	$414K	Hold	12,825	–	–	0.06%	186
2018 Q2	$467K	Buy	12,825 +9	+0.1%	+$329	0.07%	168
2018 Q1	$448K	Sell	12,816 -323	-2%	-$11.4K	0.08%	147
2017 Q4	$463K	Buy	13,139 +4,003	+44%	+$142K	0.08%	141
2017 Q3	$310K	Buy	9,136 +3	+0%	+$99	0.07%	120
2017 Q2	$306K	Buy	9,133 +886	+11%	+$29.8K	0.07%	114
2017 Q1	$287K	Sell	8,247 -80	-1%	-$2.6K	0.07%	113
2016 Q4	$259K	Buy	8,327 +86	+1%	+$2.65K	0.06%	121
2016 Q3	$257K	Sell	8,241 -94	-1%	-$2.97K	0.08%	112
2016 Q2	$248K	Buy	8,335 +11	+0.1%	+$338	0.08%	117
2016 Q1	$258K	Buy	+8,324	New	+$222K	0.1%	101

Other funds holding WY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TRUE Private Wealth Advisors's WY Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Weyerhaeuser (WY) stake by 1.7% in Q1 2026, selling an estimated $5.58K and leaving 13,154 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #209.

TRUE Private Wealth Advisors first reported a position in WY in Q1 2016 and has held it in 41 quarters since. The position peaked at $536K in Q4 2021. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

TRUE Private Wealth Advisors held 13,154 shares of Weyerhaeuser worth $321K as of Q1 2026.
TRUE Private Wealth Advisors sold 222 Weyerhaeuser shares in Q1 2026, an estimated $5.58K.
Weyerhaeuser made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #209 holding.
TRUE Private Wealth Advisors first reported a position in Weyerhaeuser in Q1 2016 and has held it in 41 quarters since.
TRUE Private Wealth Advisors's Weyerhaeuser position peaked at $536K in Q4 2021.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.