Xcel Wealth Management’s Weyerhaeuser WY Stock Holding History

Xcel Wealth Management’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	$426K	Buy	+17,778	New	+$432K	0.1%	117

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Xcel Wealth Management's WY Position: Q2 2026 in Review

Xcel Wealth Management opened a new position in Weyerhaeuser (WY) in Q2 2026: 17,778 shares worth $426K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings.

898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Xcel Wealth Management held 17,778 shares of Weyerhaeuser worth $426K as of Q2 2026.
Weyerhaeuser was a new Xcel Wealth Management position in Q2 2026.
Weyerhaeuser made up 0.1% of Xcel Wealth Management's portfolio in Q2 2026, its #117 holding.
898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.