Values First Advisors
WY icon

Values First Advisors’s Weyerhaeuser WY Stock Holding History

Values First 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
Q3 		$573K Sell
30,053
-211
-0.7% -$4.92K 0.27% 98
2026
Q2 		$725K Buy
30,264
+12,154
+67% +$295K 0.33% 94
2026
Q1 		$442K Buy
18,110
+963
+6% +$24.2K 0.23% 107
2025
Q4 		$406K Buy
17,147
+643
+4% +$14.9K 0.21% 114
2025
Q3 		$409K Buy
16,504
+223
+1% +$5.7K 0.22% 120
2025
Q2 		$418K Sell
16,281
-195
-1% -$5.1K 0.23% 117
2025
Q1 		$483K Buy
16,476
+89
+0.5% +$2.65K 0.28% 98
2024
Q4 		$461K Buy
16,387
+544
+3% +$17K 0.25% 104
2024
Q3 		$536K Sell
15,843
-167
-1% -$5.13K 0.29% 87
2024
Q2 		$455K Sell
16,010
-8
-0% -$247 0.27% 92
2024
Q1 		$575K Sell
16,018
-309
-2% -$10.5K 0.34% 87
2023
Q4 		$568K Sell
16,327
-2,034
-11% -$63.3K 0.34% 89
2023
Q3 		$563K Sell
18,361
-27
-0.1% -$889 0.36% 81
2023
Q2 		$616K Buy
18,388
+502
+3% +$15.1K 0.37% 82
2023
Q1 		$539K Buy
17,886
+1,104
+7% +$34.8K 0.34% 82
2022
Q4 		$520K Buy
16,782
+4,531
+37% +$140K 0.36% 76
2022
Q3 		$350K Buy
12,251
+506
+4% +$17.2K 0.25% 103
2022
Q2 		$389K Sell
11,745
-500
-4% -$19.1K 0.28% 98
2022
Q1 		$464K Buy
12,245
+831
+7% +$32.9K 0.29% 98
2021
Q4 		$470K Sell
11,414
-1,070
-9% -$40.6K 0.28% 99
2021
Q3 		$444K Buy
12,484
+469
+4% +$16.4K 0.29% 102
2021
Q2 		$414K Sell
12,015
-250
-2% -$9.28K 0.28% 109
2021
Q1 		$437K Buy
12,265
+207
+2% +$7.05K 0.32% 98
2020
Q4 		$404K Sell
12,058
-232
-2% -$6.98K 0.32% 104
2020
Q3 		$350K Buy
12,290
+499
+4% +$13.7K 0.32% 101
2020
Q2 		$265K Sell
11,791
-2,294
-16% -$46.4K 0.26% 115
2020
Q1 		$239K Buy
14,085
+1,716
+14% +$45.1K 0.29% 102
2019
Q4 		$374K Buy
+12,369
New +$359K 0.36% 89

Other funds holding WY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Cultivar Capital
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Values First Advisors's WY Position: Q3 2026 in Review

Values First Advisors reduced its Weyerhaeuser (WY) stake by 0.7% in Q3 2026, selling an estimated $4.92K and leaving 30,053 shares worth $573K. The position accounts for 0.27% of the portfolio, ranked #98.

Values First Advisors first reported a position in WY in Q4 2019 and has held it in 28 quarters since. The position peaked at $725K in Q2 2026. 259 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Values First Advisors held 30,053 shares of Weyerhaeuser worth $573K as of Q3 2026.
  • Values First Advisors sold 211 Weyerhaeuser shares in Q3 2026, an estimated $4.92K.
  • Weyerhaeuser made up 0.27% of Values First Advisors's portfolio in Q3 2026, its #98 holding.
  • Values First Advisors first reported a position in Weyerhaeuser in Q4 2019 and has held it in 28 quarters since.
  • Values First Advisors's Weyerhaeuser position peaked at $725K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.