Cerity Partners’s Waste Management WM Stock Holding History

Cerity Partners’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	$345K	Buy	+1,500	New	+$345K	﹤0.01%	2510

Other funds holding WM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cerity Partners's WM Position: Q1 2026 in Review

Cerity Partners reduced its Waste Management (WM) stake by 1.1% in Q1 2026, selling an estimated $1.48M and leaving 579,392 shares worth $133M. The position accounts for 0.19% of the portfolio, ranked #109.

Cerity Partners first reported a position in WM in Q4 2020 and has held it in 22 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Cerity Partners held 579,392 shares of Waste Management worth $133M as of Q1 2026.
Cerity Partners sold 6,437 Waste Management shares in Q1 2026, an estimated $1.48M.
Waste Management made up 0.19% of Cerity Partners's portfolio in Q1 2026, its #109 holding.
Cerity Partners first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.