ACG
WM icon

Aventail Capital Group’s Waste Management WM Stock Holding History

Aventail Capital Group’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
Q1 		– Sell
-5,840
Closed -$1.28M – 183
2025
Q4 		$1.28M Sell
5,840
-1,246
-18% -$266K 0.07% 143
2025
Q3 		$1.56M Buy
+7,086
New +$1.6M 0.07% 133

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aventail Capital Group's WM Position: Q1 2026 in Review

Aventail Capital Group sold out of Waste Management (WM) in Q1 2026, closing a stake of 5,840 shares — an estimated $1.28M sold.

Aventail Capital Group first reported a position in WM in Q3 2025 and held it in 2 quarters. The position peaked at $1.56M in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Aventail Capital Group reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Aventail Capital Group sold 5,840 Waste Management shares in Q1 2026, an estimated $1.28M.
  • Aventail Capital Group first reported a position in Waste Management in Q3 2025 and held it in 2 quarters.
  • Aventail Capital Group's Waste Management position peaked at $1.56M in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.