Clarus Wealth Advisors’s Waste Management WM Stock Holding History

Clarus 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
2025 Q4	–	Sell	-1,302	Closed	-$286K	–	92
2025 Q3	$286K	Buy	1,302 +201	+18%	+$45.3K	0.13%	70
2025 Q2	$248K	Sell	1,101 -83	-7%	-$19.3K	0.11%	80
2025 Q1	$266K	Buy	+1,184	New	+$262K	0.14%	72
2022 Q2	–	Sell	-1,221	Closed	-$200K	–	120
2022 Q1	$200K	Buy	+1,221	New	+$185K	0.12%	105
2019 Q3	–	Sell	-786	Closed	-$91K	–	551
2019 Q2	$91K	Buy	786 +360	+85%	+$39.1K	0.07%	207
2019 Q1	$44K	Sell	426 -10	-2%	-$976	0.03%	316
2018 Q4	$39K	Sell	436 -44	-9%	-$3.95K	0.06%	298
2018 Q3	$43K	Buy	480 +11	+2%	+$975	0.03%	320
2018 Q2	$39K	Buy	+469	New	+$38.8K	0.03%	324

Other funds holding WM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's WM Position: Q4 2025 in Review

Clarus Wealth Advisors sold out of Waste Management (WM) in Q4 2025, closing a stake of 1,302 shares — an estimated $286K sold.

Clarus Wealth Advisors first reported a position in WM in Q2 2018 and held it in 9 quarters. The position peaked at $286K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Clarus Wealth Advisors reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 1,302 Waste Management shares in Q4 2025, an estimated $286K.
Clarus Wealth Advisors first reported a position in Waste Management in Q2 2018 and held it in 9 quarters.
Clarus Wealth Advisors's Waste Management position peaked at $286K in Q3 2025.
2,312 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Clarus Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.