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West Oak Capital’s Weyerhaeuser WY Stock Holding History

West Oak Capital’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
-740
Closed -$190 – 313
2025
Q2 		$190 Buy
+740
New +$19.4K 0.01% 213
2015
Q3 		– Sell
-325
Closed -$10.2K – 311
2015
Q2 		$10.2K Hold
325
– – 0.01% 212
2015
Q1 		$10.8K Hold
325
– – 0.01% 214
2014
Q4 		$11.7K Hold
325
– – 0.01% 221
2014
Q3 		$10.4K Hold
325
– – 0.01% 204
2014
Q2 		$10.8K Hold
325
– – 0.01% 205
2014
Q1 		$9.54K Hold
325
– – 0.01% 206
2013
Q4 		$10.3K Hold
325
– – 0.01% 205
2013
Q3 		$9.3K Hold
325
– – 0.01% 203
2013
Q2 		$9.26K Buy
+325
New +$9.83K 0.01% 195

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

West Oak Capital's WY Position: Q3 2025 in Review

West Oak Capital sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 740 shares — an estimated $190 sold.

West Oak Capital first reported a position in WY in Q2 2013 and held it in 10 quarters. The position peaked at $11.7K in Q4 2014. 851 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • West Oak Capital reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 740 Weyerhaeuser shares in Q3 2025, an estimated $190.
  • West Oak Capital first reported a position in Weyerhaeuser in Q2 2013 and held it in 10 quarters.
  • West Oak Capital's Weyerhaeuser position peaked at $11.7K in Q4 2014.
  • 851 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.