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Advisor OS’s Waste Management WM Stock Holding History

Advisor OS’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
6,480
-273
-4% -$60.7K 0.1% 153
2026
Q1 		$1.55M Buy
6,753
+464
+7% +$107K 0.11% 134
2025
Q4 		$1.38M Buy
6,289
+372
+6% +$79.3K 0.11% 127
2025
Q3 		$1.31M Buy
5,917
+344
+6% +$77.5K 0.11% 116
2025
Q2 		$1.28M Buy
5,573
+494
+10% +$115K 0.13% 114
2025
Q1 		$1.18M Sell
5,079
-126
-2% -$27.9K 0.13% 109
2024
Q4 		$1.05M Buy
5,205
+630
+14% +$135K 0.12% 114
2024
Q3 		$950K Buy
4,575
+108
+2% +$22.5K 0.09% 158
2024
Q2 		$953K Buy
4,467
+991
+29% +$206K 0.1% 168
2024
Q1 		$741K Buy
3,476
+1,735
+100% +$341K 0.09% 193
2023
Q4 		$312K Buy
+1,741
New +$292K 0.04% 255

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Advisor OS's WM Position: Q2 2026 in Review

Advisor OS reduced its Waste Management (WM) stake by 4% in Q2 2026, selling an estimated $60.7K and leaving 6,480 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #153.

Advisor OS first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2026. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Advisor OS held 6,480 shares of Waste Management worth $1.44M as of Q2 2026.
  • Advisor OS sold 273 Waste Management shares in Q2 2026, an estimated $60.7K.
  • Waste Management made up 0.1% of Advisor OS's portfolio in Q2 2026, its #153 holding.
  • Advisor OS first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Advisor OS's Waste Management position peaked at $1.55M in Q1 2026.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.