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Coastal Bridge Advisors’s Waste Management WM Stock Holding History

Coastal Bridge 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 		$864K Sell
3,878
-26
-0.7% -$5.78K 0.05% 243
2026
Q1 		$897K Hold
3,904
– – 0.06% 231
2025
Q4 		$858K Buy
3,904
+20
+0.5% +$4.26K 0.06% 235
2025
Q3 		$858K Sell
3,884
-10
-0.3% -$2.25K 0.07% 226
2025
Q2 		$891K Buy
3,894
+100
+3% +$23.2K 0.07% 221
2025
Q1 		$878K Buy
+3,794
New +$840K 0.08% 210

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's WM Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Waste Management (WM) stake by 0.67% in Q2 2026, selling an estimated $5.78K and leaving 3,878 shares worth $864K. The position accounts for 0.05% of the portfolio, ranked #243.

Coastal Bridge Advisors first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $897K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Coastal Bridge Advisors held 3,878 shares of Waste Management worth $864K as of Q2 2026.
  • Coastal Bridge Advisors sold 26 Waste Management shares in Q2 2026, an estimated $5.78K.
  • Waste Management made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #243 holding.
  • Coastal Bridge Advisors first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Waste Management position peaked at $897K in Q1 2026.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.