Cresta Advisors’s Waste Management WM Stock Holding History

Cresta 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	-200	Closed	-$43.9K	–	160
2025 Q4	$43.9K	Buy	+200	New	+$42.6K	0.02%	87

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cresta Advisors's WM Position: Q1 2026 in Review

Cresta Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 200 shares — an estimated $43.9K sold.

Cresta Advisors first reported a position in WM in Q4 2025 and held it in 1 quarter. The position peaked at $43.9K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Cresta Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 200 Waste Management shares in Q1 2026, an estimated $43.9K.
Cresta Advisors first reported a position in Waste Management in Q4 2025 and held it in 1 quarter.
Cresta Advisors's Waste Management position peaked at $43.9K in Q4 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.