U.S. Global Investors (USGI)’s Weyerhaeuser WY Stock Holding History

U.S. Global Investors (USGI)’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	-13,000	Closed	-$322K	–	164
2025 Q3	$322K	Hold	13,000	–	–	0.04%	101
2025 Q2	$334K	Hold	13,000	–	–	0.04%	100
2025 Q1	$381K	Buy	+13,000	New	+$387K	0.05%	85
2024 Q4	–	Sell	-10,000	Closed	-$339K	–	145
2024 Q3	$339K	Buy	+10,000	New	+$307K	0.03%	94
2014 Q1	–	Sell	-140,000	Closed	-$4.42M	–	374
2013 Q4	$4.42M	Sell	140,000 -145,000	-51%	-$4.34M	0.8%	34
2013 Q3	$8.16M	Buy	285,000 +5,000	+2%	+$142K	1.39%	16
2013 Q2	$7.98M	Buy	+280,000	New	+$8.47M	1.37%	16

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

U.S. Global Investors (USGI)'s WY Position: Q4 2025 in Review

U.S. Global Investors (USGI) sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 13,000 shares — an estimated $322K sold.

U.S. Global Investors (USGI) first reported a position in WY in Q2 2013 and held it in 7 quarters. The position peaked at $8.16M in Q3 2013. 875 funds tracked by Wall St. Rank hold WY as of Q4 2025.

U.S. Global Investors (USGI) reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 13,000 Weyerhaeuser shares in Q4 2025, an estimated $322K.
U.S. Global Investors (USGI) first reported a position in Weyerhaeuser in Q2 2013 and held it in 7 quarters.
U.S. Global Investors (USGI)'s Weyerhaeuser position peaked at $8.16M in Q3 2013.
875 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2025, filed 28 Jan 2026.