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Curated Wealth Partners’s Waste Management WM Stock Holding History

Curated Wealth Partners’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 		– Sell
-4,306
Closed -$989K – 267
2026
Q1 		$989K Sell
4,306
-1,457
-25% -$335K 0.12% 68
2025
Q4 		$1.27M Buy
5,763
+769
+15% +$164K 0.14% 54
2025
Q3 		$1.1M Buy
4,994
+847
+20% +$191K 0.13% 57
2025
Q2 		$949K Sell
4,147
-52
-1% -$12.1K 0.11% 60
2025
Q1 		$972K Sell
4,199
-15
-0.4% -$3.32K 0.13% 54
2024
Q4 		$850K Buy
+4,214
New +$905K 0.1% 58

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

Curated Wealth Partners's WM Position: Q2 2026 in Review

Curated Wealth Partners sold out of Waste Management (WM) in Q2 2026, closing a stake of 4,306 shares — an estimated $989K sold.

Curated Wealth Partners first reported a position in WM in Q4 2024 and held it in 6 quarters. The position peaked at $1.27M in Q4 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Curated Wealth Partners reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 4,306 Waste Management shares in Q2 2026, an estimated $989K.
  • Curated Wealth Partners first reported a position in Waste Management in Q4 2024 and held it in 6 quarters.
  • Curated Wealth Partners's Waste Management position peaked at $1.27M in Q4 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.