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Centricity Wealth Management’s Waste Management WM Stock Holding History

Centricity Wealth Management’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 		$162K Hold
708
– – 0.13% 87
2025
Q1 		$164K Hold
708
– – 0.15% 82
2024
Q4 		$143K Buy
+708
New +$152K 0.13% 91

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

Centricity Wealth Management's WM Position: Q2 2025 in Review

Centricity Wealth Management held its Waste Management (WM) position steady in Q2 2025 at 708 shares worth $162K. The position accounts for 0.13% of the portfolio, ranked #87.

Centricity Wealth Management first reported a position in WM in Q4 2024 and has held it in 3 quarters since. The position peaked at $164K in Q1 2025. 2,230 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Centricity Wealth Management held 708 shares of Waste Management worth $162K as of Q2 2025.
  • Centricity Wealth Management left its Waste Management share count unchanged in Q2 2025.
  • Waste Management made up 0.13% of Centricity Wealth Management's portfolio in Q2 2025, its #87 holding.
  • Centricity Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Waste Management position peaked at $164K in Q1 2025.
  • 2,230 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.