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CLA (CliftonLarsonAllen) Wealth Advisors’s Waste Management WM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q2 		$3.91M Buy
+17,529
New +$3.9M 0.05% 114
2025
Q4 		– Sell
-12,082
Closed -$2.67M – 217
2025
Q3 		$2.67M Sell
12,082
-239
-2% -$53.8K 0.04% 113
2025
Q2 		$2.82M Sell
12,321
-1,037
-8% -$241K 0.05% 107
2025
Q1 		$3.09M Buy
13,358
+528
+4% +$117K 0.06% 99
2024
Q4 		$2.59M Buy
12,830
+327
+3% +$70.2K 0.05% 100
2024
Q3 		$2.6M Buy
12,503
+140
+1% +$29.2K 0.06% 100
2024
Q2 		$2.64M Sell
12,363
-14
-0.1% -$2.91K 0.06% 90
2024
Q1 		$2.64M Buy
12,377
+796
+7% +$156K 0.06% 89
2023
Q4 		$2.07M Buy
11,581
+142
+1% +$23.8K 0.05% 103
2023
Q3 		$1.74M Sell
11,439
-427
-4% -$69.1K 0.05% 104
2023
Q2 		$2.06M Sell
11,866
-2,090
-15% -$346K 0.06% 100
2023
Q1 		$2.28M Hold
13,956
– – 0.07% 92
2022
Q4 		$2.19M Buy
+13,956
New +$2.25M 0.08% 98
2021
Q4 		– Sell
-7,966
Closed -$1.19M – 301
2021
Q3 		$1.19M Buy
7,966
+5
+0.1% +$748 0.05% 130
2021
Q2 		$1.11M Buy
+7,961
New +$1.1M 0.05% 141

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

CLA (CliftonLarsonAllen) Wealth Advisors's WM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Waste Management (WM) in Q2 2026: 17,529 shares worth $3.91M. The stake represents 0.05% of the portfolio and ranks #114 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in WM as recently as Q3 2025.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WM in Q2 2021 and has held it in 15 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,529 shares of Waste Management worth $3.91M as of Q2 2026.
  • Waste Management was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Waste Management made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Waste Management in Q2 2021 and has held it in 15 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.