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Wealthcare Advisory Partners’s Weyerhaeuser WY Stock Holding History

Wealthcare Advisory Partners’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
-9,320
Closed -$228K – 1159
2026
Q1 		$228K Sell
9,320
-1,352
-13% -$34K ﹤0.01% 972
2025
Q4 		$253K Sell
10,672
-1,035
-9% -$23.9K 0.01% 943
2025
Q3 		$290K Buy
11,707
+370
+3% +$9.46K 0.01% 870
2025
Q2 		$291K Buy
11,337
+1,662
+17% +$43.5K 0.01% 798
2025
Q1 		$283K Buy
+9,675
New +$288K 0.01% 760
2022
Q1 		– Sell
-5,972
Closed -$246K – 598
2021
Q4 		$246K Buy
+5,972
New +$227K 0.01% 489
2021
Q2 		– Sell
-2,177
Closed -$78K – 1892
2021
Q1 		$78K Buy
+2,177
New +$74.1K 0.01% 744
2020
Q2 		– Sell
-1,988
Closed -$34K – 1377
2020
Q1 		$34K Sell
1,988
-371
-16% -$9.76K 0.01% 593
2019
Q4 		$71K Buy
2,359
+1
+0% +$29 0.01% 476
2019
Q3 		$65K Hold
2,358
– – 0.01% 480
2019
Q2 		$62K Buy
2,358
+5
+0.2% +$127 0.01% 463
2019
Q1 		$62K Buy
2,353
+5
+0.2% +$126 0.01% 422
2018
Q4 		$51K Buy
2,348
+5
+0.2% +$133 0.01% 424
2018
Q3 		$76K Sell
2,343
-76
-3% -$2.64K 0.01% 384
2018
Q2 		$88K Buy
2,419
+287
+13% +$10.5K 0.02% 355
2018
Q1 		$75K Buy
2,132
+3
+0.1% +$106 0.02% 331
2017
Q4 		$75K Buy
2,129
+1,683
+377% +$59.5K 0.02% 309
2017
Q3 		$15K Buy
+446
New +$14.6K ﹤0.01% 479

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Wealthcare Advisory Partners's WY Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 9,320 shares — an estimated $228K sold.

Wealthcare Advisory Partners first reported a position in WY in Q3 2017 and held it in 18 quarters. The position peaked at $291K in Q2 2025. 179 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,320 Weyerhaeuser shares in Q2 2026, an estimated $228K.
  • Wealthcare Advisory Partners first reported a position in Weyerhaeuser in Q3 2017 and held it in 18 quarters.
  • Wealthcare Advisory Partners's Weyerhaeuser position peaked at $291K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.