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Twin Peaks Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Twin Peaks 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 		$4.96K Buy
+203
New +$5.11K ﹤0.01% 1403
2025
Q3 		– Sell
-131
Closed -$3.36K – 2173
2025
Q2 		$3.36K Buy
+131
New +$3.43K ﹤0.01% 1466

Other funds holding WY

BlackRock
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Twin Peaks Wealth Advisors's WY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Weyerhaeuser (WY) in Q1 2026: 203 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WY in Q2 2025 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 203 shares of Weyerhaeuser worth $4.96K as of Q1 2026.
  • Weyerhaeuser was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Weyerhaeuser made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1403 holding.
  • Twin Peaks Wealth Advisors first reported a position in Weyerhaeuser in Q2 2025 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.