Atala Financial’s Waste Management WM Stock Holding History

Atala Financial’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 Q2	–	Sell	-49	Closed	-$11.3K	–	448
2025 Q1	$11.3K	Hold	49	–	–	0.01%	304
2024 Q4	$9.89K	Buy	+49	New	+$10.5K	0.01%	326

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atala Financial's WM Position: Q2 2025 in Review

Atala Financial sold out of Waste Management (WM) in Q2 2025, closing a stake of 49 shares — an estimated $11.3K sold.

Atala Financial first reported a position in WM in Q4 2024 and held it in 2 quarters. The position peaked at $11.3K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Atala Financial reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 49 Waste Management shares in Q2 2025, an estimated $11.3K.
Atala Financial first reported a position in Waste Management in Q4 2024 and held it in 2 quarters.
Atala Financial's Waste Management position peaked at $11.3K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.