Avantax Advisory Services’s Waste Management WM Stock Holding History

Avantax Advisory Services’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	$24M	Buy	104,814 +3,051	+3%	+$708K	0.13%	122
2025 Q1	$23.6M	Buy	101,763 +1,137	+1%	+$252K	0.14%	113
2024 Q4	$20.3M	Buy	100,626 +2,222	+2%	+$477K	0.13%	121
2024 Q3	$20.4M	Sell	98,404 -15,719	-14%	-$3.28M	0.13%	118
2024 Q2	$24.3M	Buy	114,123 +19,511	+21%	+$4.06M	0.17%	88
2024 Q1	$20.2M	Buy	94,612 +5,398	+6%	+$1.06M	0.18%	93
2023 Q4	$16M	Buy	89,214 +1,244	+1%	+$209K	0.16%	108
2023 Q3	$13.4M	Sell	87,970 -1,690	-2%	-$273K	0.15%	109
2023 Q2	$15.5M	Buy	89,660 +3,494	+4%	+$578K	0.18%	96
2023 Q1	$14.1M	Buy	86,166 +16,894	+24%	+$2.59M	0.17%	100
2022 Q4	$10.9M	Buy	69,272 +7,405	+12%	+$1.19M	0.14%	121
2022 Q3	$9.91M	Buy	61,867 +334	+0.5%	+$55.1K	0.15%	104
2022 Q2	$9.41M	Buy	61,533 +2,030	+3%	+$318K	0.14%	114
2022 Q1	$9.44M	Buy	59,503 +6,017	+11%	+$912K	0.13%	118
2021 Q4	$8.93M	Buy	53,486 +6,689	+14%	+$1.08M	0.13%	119
2021 Q3	$6.98M	Buy	46,797 +3,151	+7%	+$472K	0.12%	132
2021 Q2	$6.13M	Buy	43,646 +6,673	+18%	+$922K	0.11%	147
2021 Q1	$4.77M	Buy	36,973 +1,087	+3%	+$127K	0.1%	153
2020 Q4	$4.23M	Sell	35,886 -22,621	-39%	-$2.64M	0.1%	152
2020 Q3	$6.62M	Buy	58,507 +22,879	+64%	+$2.53M	0.11%	163
2020 Q2	$3.77M	Buy	35,628 +451	+1%	+$45.5K	0.11%	142
2020 Q1	$3.26M	Buy	35,177 +5,241	+18%	+$601K	0.1%	140
2019 Q4	$3.41M	Buy	29,936 +8,574	+40%	+$968K	0.08%	145
2019 Q3	$2.46M	Sell	21,362 -615	-3%	-$71.8K	0.1%	105
2019 Q2	$2.54M	Buy	21,977 +4,958	+29%	+$538K	0.11%	95
2019 Q1	$1.77M	Buy	17,019 +6,383	+60%	+$623K	0.09%	116
2018 Q4	$944K	Buy	+10,636	New	+$955K	0.16%	135

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Advisory Services's WM Position: Q2 2025 in Review

Avantax Advisory Services increased its Waste Management (WM) stake by 3% in Q2 2025, buying an estimated $708K and bringing the position to 104,814 shares worth $24M. The position accounts for 0.13% of the portfolio, ranked #122.

Avantax Advisory Services first reported a position in WM in Q4 2018 and has held it in 27 quarters since. The position peaked at $24.3M in Q2 2024. 2,230 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Avantax Advisory Services held 104,814 shares of Waste Management worth $24M as of Q2 2025.
Avantax Advisory Services bought 3,051 Waste Management shares in Q2 2025, an estimated $708K.
Waste Management made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #122 holding.
Avantax Advisory Services first reported a position in Waste Management in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Waste Management position peaked at $24.3M in Q2 2024.
2,230 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.