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CreativeOne Wealth’s Waste Management WM Stock Holding History

CreativeOne Wealth’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 		$1.27M Buy
5,711
+130
+2% +$28.9K 0.03% 494
2026
Q1 		$1.28M Buy
5,581
+348
+7% +$80K 0.03% 484
2025
Q4 		$1.15M Buy
5,233
+240
+5% +$51.2K 0.03% 500
2025
Q3 		$1.1M Sell
4,993
-508
-9% -$114K 0.03% 511
2025
Q2 		$1.26M Buy
5,501
+746
+16% +$173K 0.03% 471
2025
Q1 		$1.1M Buy
4,755
+1,529
+47% +$339K 0.03% 450
2024
Q4 		$651K Buy
3,226
+1,612
+100% +$346K 0.02% 616
2024
Q3 		$335K Buy
1,614
+249
+18% +$51.9K 0.01% 747
2024
Q2 		$291K Sell
1,365
-387
-22% -$80.4K 0.01% 628
2024
Q1 		$373K Buy
1,752
+444
+34% +$87.3K 0.01% 657
2023
Q4 		$234K Sell
1,308
-323
-20% -$54.2K 0.02% 570
2023
Q3 		$249K Sell
1,631
-852
-34% -$138K 0.02% 488
2023
Q2 		$431K Buy
2,483
+70
+3% +$11.6K 0.02% 535
2023
Q1 		$394K Buy
2,413
+771
+47% +$118K 0.02% 533
2022
Q4 		$258K Buy
1,642
+38
+2% +$6.12K 0.01% 627
2022
Q3 		$257K Buy
1,604
+139
+9% +$22.9K 0.02% 593
2022
Q2 		$224K Sell
1,465
-4,182
-74% -$655K 0.01% 644
2022
Q1 		$895K Buy
5,647
+4,222
+296% +$640K 0.05% 293
2021
Q4 		$238K Sell
1,425
-368
-21% -$59.2K 0.01% 659
2021
Q3 		$268K Buy
1,793
+17
+1% +$2.54K 0.02% 589
2021
Q2 		$249K Buy
1,776
+103
+6% +$14.2K 0.02% 591
2021
Q1 		$215K Buy
+1,673
New +$196K 0.02% 525

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

CreativeOne Wealth's WM Position: Q2 2026 in Review

CreativeOne Wealth increased its Waste Management (WM) stake by 2.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 5,711 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #494.

CreativeOne Wealth first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.28M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CreativeOne Wealth held 5,711 shares of Waste Management worth $1.27M as of Q2 2026.
  • CreativeOne Wealth bought 130 Waste Management shares in Q2 2026, an estimated $28.9K.
  • Waste Management made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #494 holding.
  • CreativeOne Wealth first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • CreativeOne Wealth's Waste Management position peaked at $1.28M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.