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Arete Wealth Advisors’s Waste Management WM Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-4,824
Closed -$1.06M – 766
2025
Q3 		$1.06M Buy
4,824
+578
+14% +$130K 0.07% 266
2025
Q2 		$972K Buy
4,246
+79
+2% +$18.3K 0.07% 258
2025
Q1 		$965K Buy
4,167
+162
+4% +$35.9K 0.07% 251
2024
Q4 		$808K Buy
4,005
+1,179
+42% +$253K 0.06% 291
2024
Q3 		$586K Sell
2,826
-1,007
-26% -$210K 0.05% 331
2024
Q2 		$818K Buy
+3,833
New +$797K 0.07% 276
2024
Q1 		– Sell
-4,227
Closed -$757K – 746
2023
Q4 		$757K Sell
4,227
-9
-0.2% -$1.51K 0.06% 306
2023
Q3 		$646K Sell
4,236
-3,986
-48% -$645K 0.11% 196
2023
Q2 		$1.43M Buy
8,222
+24
+0.3% +$3.97K 0.13% 166
2023
Q1 		$1.34M Buy
8,198
+315
+4% +$48.2K 0.11% 172
2022
Q4 		$1.24M Sell
7,883
-17
-0.2% -$2.73K 0.11% 171
2022
Q3 		$1.27M Buy
+7,900
New +$1.3M 0.12% 146
2020
Q1 		– Sell
-3,330
Closed -$379K – 417
2019
Q4 		$379K Sell
3,330
-340
-9% -$38.4K 0.07% 267
2019
Q3 		$422K Buy
3,670
+186
+5% +$21.7K 0.08% 238
2019
Q2 		$402K Buy
3,484
+41
+1% +$4.45K 0.08% 253
2019
Q1 		$358K Sell
3,443
-2,403
-41% -$234K 0.07% 260
2018
Q4 		$520K Sell
5,846
-331
-5% -$29.7K 0.13% 187
2018
Q3 		$558K Buy
+6,177
New +$548K 0.12% 177

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arete Wealth Advisors's WM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Waste Management (WM) in Q4 2025, closing a stake of 4,824 shares — an estimated $1.06M sold.

Arete Wealth Advisors first reported a position in WM in Q3 2018 and held it in 18 quarters. The position peaked at $1.43M in Q2 2023. 2,322 funds tracked by Wall St. Rank hold WM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,824 Waste Management shares in Q4 2025, an estimated $1.06M.
  • Arete Wealth Advisors first reported a position in Waste Management in Q3 2018 and held it in 18 quarters.
  • Arete Wealth Advisors's Waste Management position peaked at $1.43M in Q2 2023.
  • 2,322 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.