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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
Q2 		– Sell
-203
Closed -$4.96K – 2245
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 $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 $60.8B AUM 26.63% 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

Twin Peaks Wealth Advisors's WY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 203 shares — an estimated $4.96K sold.

Twin Peaks Wealth Advisors first reported a position in WY in Q2 2025 and held it in 2 quarters. The position peaked at $4.96K in Q1 2026. 904 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 203 Weyerhaeuser shares in Q2 2026, an estimated $4.96K.
  • Twin Peaks Wealth Advisors first reported a position in Weyerhaeuser in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Weyerhaeuser position peaked at $4.96K in Q1 2026.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.