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Crescent Grove Advisors’s Waste Management WM Stock Holding History

Crescent Grove 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
Q1 		– Sell
-1,067
Closed -$234K – 334
2025
Q4 		$234K Buy
+1,067
New +$227K 0.02% 271

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VCM
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State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Crescent Grove Advisors's WM Position: Q1 2026 in Review

Crescent Grove Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 1,067 shares — an estimated $234K sold.

Crescent Grove Advisors first reported a position in WM in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Crescent Grove Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,067 Waste Management shares in Q1 2026, an estimated $234K.
  • Crescent Grove Advisors first reported a position in Waste Management in Q4 2025 and held it in 1 quarter.
  • Crescent Grove Advisors's Waste Management position peaked at $234K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.