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Clearview Wealth Advisors’s Waste Management WM Stock Holding History

Clearview 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 		$470K Sell
2,138
-103
-5% -$22K 0.3% 62
2025
Q3 		$495K Sell
2,241
-65
-3% -$14.6K 0.32% 61
2025
Q2 		$528K Buy
2,306
+2
+0.1% +$464 0.37% 51
2025
Q1 		$533K Sell
2,304
-93
-4% -$20.6K 0.4% 53
2024
Q4 		$484K Sell
2,397
-24
-1% -$5.16K 0.37% 53
2024
Q3 		$503K Sell
2,421
-67
-3% -$14K 0.39% 51
2024
Q2 		$531K Sell
2,488
-164
-6% -$34.1K 0.46% 46
2024
Q1 		$565K Sell
2,652
-55
-2% -$10.8K 0.58% 39
2023
Q4 		$485K Sell
2,707
-50
-2% -$8.38K 0.57% 56
2023
Q3 		$420K Sell
2,757
-68
-2% -$11K 0.52% 66
2023
Q2 		$490K Sell
2,825
-39
-1% -$6.45K 0.5% 60
2023
Q1 		$467K Sell
2,864
-1,218
-30% -$187K 0.47% 64
2022
Q4 		$640K Sell
4,082
-12
-0.3% -$1.93K 0.49% 50
2022
Q3 		$656K Buy
4,094
+138
+3% +$22.8K 0.52% 33
2022
Q2 		$605K Buy
3,956
+157
+4% +$24.6K 0.45% 43
2022
Q1 		$602K Buy
3,799
+331
+10% +$50.2K 0.4% 46
2021
Q4 		$579K Buy
3,468
+206
+6% +$33.1K 0.35% 64
2021
Q3 		$487K Buy
3,262
+93
+3% +$13.9K 0.31% 69
2021
Q2 		$444K Buy
3,169
+2
+0.1% +$276 0.27% 74
2021
Q1 		$409K Sell
3,167
-19
-0.6% -$2.22K 0.27% 77
2020
Q4 		$376K Buy
+3,186
New +$372K 0.25% 75

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clearview Wealth Advisors reduced its Waste Management (WM) stake by 4.6% in Q4 2025, selling an estimated $22K and leaving 2,138 shares worth $470K. The position accounts for 0.3% of the portfolio, ranked #62.

Clearview Wealth Advisors first reported a position in WM in Q4 2020 and has held it in 21 quarters since. The position peaked at $656K in Q3 2022. 2,321 funds tracked by Wall St. Rank hold WM as of Q4 2025.

  • Clearview Wealth Advisors held 2,138 shares of Waste Management worth $470K as of Q4 2025.
  • Clearview Wealth Advisors sold 103 Waste Management shares in Q4 2025, an estimated $22K.
  • Waste Management made up 0.3% of Clearview Wealth Advisors's portfolio in Q4 2025, its #62 holding.
  • Clearview Wealth Advisors first reported a position in Waste Management in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Waste Management position peaked at $656K in Q3 2022.
  • 2,321 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.