Creative Planning
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Creative Planning’s Waste Management WM Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-500
Closed -$2K – 2289
2020
Q2 		$2K Buy
+500
New +$50.5K ﹤0.01% 1966

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

Creative Planning's WM Position: Q2 2026 in Review

Creative Planning reduced its Waste Management (WM) stake by 8.7% in Q2 2026, selling an estimated $3.66M and leaving 173,352 shares worth $38.6M. The position accounts for 0.02% of the portfolio, ranked #285.

Creative Planning first reported a position in WM in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.6M in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Creative Planning held 173,352 shares of Waste Management worth $38.6M as of Q2 2026.
  • Creative Planning sold 16,460 Waste Management shares in Q2 2026, an estimated $3.66M.
  • Waste Management made up 0.02% of Creative Planning's portfolio in Q2 2026, its #285 holding.
  • Creative Planning first reported a position in Waste Management in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Waste Management position peaked at $43.6M in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.