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Planning Strategies Inc.’s Weyerhaeuser WY Stock Holding History

Planning Strategies Inc.’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 		$1.65K Buy
+69
New +$1.68K ﹤0.01% 642

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Planning Strategies Inc.'s WY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Weyerhaeuser (WY) in Q2 2026: 69 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

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

  • Planning Strategies Inc. held 69 shares of Weyerhaeuser worth $1.65K as of Q2 2026.
  • Weyerhaeuser was a new Planning Strategies Inc. position in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #642 holding.
  • 304 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.