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Atria Wealth Solutions’s Waste Management WM Stock Holding History

Atria Wealth Solutions’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 		$3.14M Sell
13,721
-39,886
-74% -$9.25M 0.07% 305
2025
Q1 		$12.4M Sell
53,607
-526
-1% -$116K 0.15% 144
2024
Q4 		$10.9M Buy
54,133
+5,345
+11% +$1.15M 0.12% 177
2024
Q3 		$10.1M Sell
48,788
-1,669
-3% -$348K 0.11% 195
2024
Q2 		$10.8M Buy
50,457
+70
+0.1% +$14.6K 0.12% 177
2024
Q1 		$10.7M Buy
50,387
+4,339
+9% +$853K 0.12% 182
2023
Q4 		$8.25M Buy
46,048
+1,524
+3% +$256K 0.1% 201
2023
Q3 		$6.79M Buy
44,524
+1,697
+4% +$275K 0.1% 220
2023
Q2 		$7.43M Buy
42,827
+2,779
+7% +$459K 0.1% 197
2023
Q1 		$6.53M Sell
40,048
-717
-2% -$110K 0.1% 207
2022
Q4 		$6.4M Buy
40,765
+470
+1% +$75.6K 0.1% 210
2022
Q3 		$6.46M Buy
40,295
+3,324
+9% +$549K 0.11% 188
2022
Q2 		$5.66M Buy
36,971
+12,099
+49% +$1.9M 0.11% 210
2022
Q1 		$3.94M Buy
+24,872
New +$3.77M 0.07% 303

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Atria Wealth Solutions's WM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Waste Management (WM) stake by 74% in Q2 2025, selling an estimated $9.25M and leaving 13,721 shares worth $3.14M. The position accounts for 0.07% of the portfolio, ranked #305.

Atria Wealth Solutions first reported a position in WM in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2025. 2,230 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Atria Wealth Solutions held 13,721 shares of Waste Management worth $3.14M as of Q2 2025.
  • Atria Wealth Solutions sold 39,886 Waste Management shares in Q2 2025, an estimated $9.25M.
  • Waste Management made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #305 holding.
  • Atria Wealth Solutions first reported a position in Waste Management in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Waste Management position peaked at $12.4M in Q1 2025.
  • 2,230 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.