Union Savings Bank’s Weyerhaeuser WY Stock Holding History

Union Savings Bank’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 Q2	–	Sell	-3,070	Closed	-$89.9K	–	308
2025 Q1	$89.9K	Hold	3,070	–	–	0.04%	187
2024 Q4	$86.4K	Sell	3,070 -241	-7%	-$7.52K	0.04%	188
2024 Q3	$112K	Hold	3,311	–	–	0.06%	173
2024 Q2	$94K	Sell	3,311 -208	-6%	-$6.43K	0.05%	183
2024 Q1	$126K	Hold	3,519	–	–	0.07%	158
2023 Q4	$122K	Sell	3,519 -1,520	-30%	-$47.3K	0.07%	156
2023 Q3	$154K	Sell	5,039 -215	-4%	-$7.08K	0.1%	135
2023 Q2	$179K	Buy	+5,254	New	+$158K	0.11%	130

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Union Savings Bank's WY Position: Q2 2025 in Review

Union Savings Bank sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 3,070 shares — an estimated $89.9K sold.

Union Savings Bank first reported a position in WY in Q2 2023 and held it in 8 quarters. The position peaked at $179K in Q2 2023. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Union Savings Bank reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Union Savings Bank sold 3,070 Weyerhaeuser shares in Q2 2025, an estimated $89.9K.
Union Savings Bank first reported a position in Weyerhaeuser in Q2 2023 and held it in 8 quarters.
Union Savings Bank's Weyerhaeuser position peaked at $179K in Q2 2023.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.