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Wealthspire Advisors (New York)’s Weyerhaeuser WY Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$402K Sell
16,470
-403
-2% -$10.1K ﹤0.01% 643
2025
Q4 		$400K Buy
16,873
+1,782
+12% +$41.2K ﹤0.01% 692
2025
Q3 		$374K Sell
15,091
-397
-3% -$10.2K ﹤0.01% 607
2025
Q2 		$398K Sell
15,488
-1,179
-7% -$30.9K ﹤0.01% 600
2025
Q1 		$488K Buy
16,667
+3,505
+27% +$104K ﹤0.01% 518
2024
Q4 		$371K Buy
13,162
+1,024
+8% +$32K ﹤0.01% 594
2024
Q3 		$411K Buy
12,138
+294
+2% +$9.04K ﹤0.01% 544
2024
Q2 		$336K Buy
11,844
+1
+0% +$31 ﹤0.01% 515
2024
Q1 		$425K Sell
11,843
-605
-5% -$20.5K 0.01% 452
2023
Q4 		$433K Buy
12,448
+131
+1% +$4.08K 0.01% 439
2023
Q3 		$378K Sell
12,317
-200
-2% -$6.58K 0.01% 441
2023
Q2 		$419K Sell
12,517
-32
-0.3% -$963 0.01% 398
2023
Q1 		$378K Sell
12,549
-1,509
-11% -$47.6K 0.01% 399
2022
Q4 		$436K Buy
14,058
+1,115
+9% +$34.6K 0.01% 390
2022
Q3 		$370K Buy
12,943
+548
+4% +$18.7K 0.01% 385
2022
Q2 		$411K Buy
+12,395
New +$473K 0.01% 347
2021
Q2 		– Sell
-7,001
Closed -$249K – 676
2021
Q1 		$249K Buy
7,001
+809
+13% +$27.5K 0.01% 612
2020
Q4 		$208K Buy
+6,192
New +$186K 0.01% 546
2020
Q2 		– Sell
-15,267
Closed -$259K – 537
2020
Q1 		$259K Buy
+15,267
New +$402K 0.01% 422
2019
Q1 		– Sell
-442
Closed -$10K – 809
2018
Q4 		$10K Buy
+442
New +$11.8K ﹤0.01% 515

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s WY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Weyerhaeuser (WY) stake by 2.4% in Q1 2026, selling an estimated $10.1K and leaving 16,470 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Wealthspire Advisors (New York) first reported a position in WY in Q4 2018 and has held it in 20 quarters since. The position peaked at $488K in Q1 2025. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Wealthspire Advisors (New York) held 16,470 shares of Weyerhaeuser worth $402K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 403 Weyerhaeuser shares in Q1 2026, an estimated $10.1K.
  • Weyerhaeuser made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #643 holding.
  • Wealthspire Advisors (New York) first reported a position in Weyerhaeuser in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Weyerhaeuser position peaked at $488K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.