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Curio Wealth’s Waste Management WM Stock Holding History

Curio 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 		– Sell
-5
Closed -$1.15K – 1164
2026
Q1 		$1.15K Sell
5
-36
-88% -$8.27K ﹤0.01% 366
2025
Q4 		$9.08K Buy
+41
New +$8.74K ﹤0.01% 247
2025
Q3 		– Sell
-41
Closed -$9.38K – 385
2025
Q2 		$9.38K Buy
41
+40
+4,000% +$9.28K ﹤0.01% 206
2025
Q1 		$8.27K Sell
1
-23
-96% -$5.09K ﹤0.01% 241
2024
Q4 		$4.84K Buy
+24
New +$5.16K ﹤0.01% 240

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 $3.38T AUM 44.17% 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

Curio Wealth's WM Position: Q2 2026 in Review

Curio Wealth sold out of Waste Management (WM) in Q2 2026, closing a stake of 5 shares — an estimated $1.15K sold.

Curio Wealth first reported a position in WM in Q4 2024 and held it in 5 quarters. The position peaked at $9.38K in Q2 2025. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Curio Wealth reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 5 Waste Management shares in Q2 2026, an estimated $1.15K.
  • Curio Wealth first reported a position in Waste Management in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's Waste Management position peaked at $9.38K in Q2 2025.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.