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True Wealth Design’s Weyerhaeuser WY Stock Holding History

True Wealth Design’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 		$12.8K Buy
535
+398
+291% +$9.67K ﹤0.01% 975
2026
Q1 		$3.34K Buy
+137
New +$3.44K ﹤0.01% 1356
2025
Q3 		– Sell
-33
Closed -$848 – 2902
2025
Q2 		$848 Buy
+33
New +$864 ﹤0.01% 1528

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

True Wealth Design's WY Position: Q2 2026 in Review

True Wealth Design increased its Weyerhaeuser (WY) stake by 291% in Q2 2026, buying an estimated $9.67K and bringing the position to 535 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

True Wealth Design first reported a position in WY in Q2 2025 and has held it in 3 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • True Wealth Design held 535 shares of Weyerhaeuser worth $12.8K as of Q2 2026.
  • True Wealth Design bought 398 Weyerhaeuser shares in Q2 2026, an estimated $9.67K.
  • Weyerhaeuser made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #975 holding.
  • True Wealth Design first reported a position in Weyerhaeuser in Q2 2025 and has held it in 3 quarters since.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.