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Unified Investment Management’s Weyerhaeuser WY Stock Holding History

Unified Investment Management’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
Q3 		– Sell
-15,472
Closed -$397K – 139
2025
Q2 		$397K Buy
15,472
+158
+1% +$4.13K 0.43% 83
2025
Q1 		$448K Buy
15,314
+1,501
+11% +$44.7K 0.53% 70
2024
Q4 		$389K Buy
+13,813
New +$431K 0.44% 81

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Unified Investment Management's WY Position: Q3 2025 in Review

Unified Investment Management sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 15,472 shares — an estimated $397K sold.

Unified Investment Management first reported a position in WY in Q4 2024 and held it in 3 quarters. The position peaked at $448K in Q1 2025. 851 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Unified Investment Management reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Unified Investment Management sold 15,472 Weyerhaeuser shares in Q3 2025, an estimated $397K.
  • Unified Investment Management first reported a position in Weyerhaeuser in Q4 2024 and held it in 3 quarters.
  • Unified Investment Management's Weyerhaeuser position peaked at $448K in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Unified Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.