CFO
WM icon

CVA Family Office’s Waste Management WM Stock Holding History

CVA Family Office’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 		$594K Buy
2,665
+94
+4% +$20.9K 0.05% 181
2026
Q1 		$591K Buy
2,571
+265
+11% +$60.9K 0.06% 175
2025
Q4 		$507K Buy
2,306
+61
+3% +$13K 0.06% 168
2025
Q3 		$496K Buy
2,245
+67
+3% +$15.1K 0.06% 170
2025
Q2 		$498K Buy
2,178
+23
+1% +$5.33K 0.07% 171
2025
Q1 		$499K Buy
2,155
+36
+2% +$7.97K 0.08% 166
2024
Q4 		$428K Buy
2,119
+49
+2% +$10.5K 0.07% 177
2024
Q3 		$430K Buy
2,070
+4
+0.2% +$835 0.07% 166
2024
Q2 		$441K Buy
2,066
+132
+7% +$27.4K 0.08% 153
2024
Q1 		$412K Buy
1,934
+2
+0.1% +$393 0.07% 166
2023
Q4 		$346K Sell
1,932
-28
-1% -$4.7K 0.07% 171
2023
Q3 		$299K Buy
1,960
+34
+2% +$5.5K 0.07% 167
2023
Q2 		$334K Sell
1,926
-18
-0.9% -$2.98K 0.07% 161
2023
Q1 		$317K Buy
1,944
+10
+0.5% +$1.53K 0.07% 156
2022
Q4 		$303K Buy
1,934
+44
+2% +$7.08K 0.07% 152
2022
Q3 		$303K Buy
1,890
+1,225
+184% +$202K 0.08% 141
2022
Q2 		$102K Sell
665
-100
-13% -$15.7K 0.03% 239
2022
Q1 		$121K Buy
765
+310
+68% +$47K 0.03% 234
2021
Q4 		$76K Buy
455
+255
+128% +$41K 0.02% 287
2021
Q3 		$23K Sell
200
-255
-56% -$38.2K 0.02% 251
2021
Q2 		$64K Hold
455
– – 0.02% 325
2021
Q1 		$59K Buy
455
+255
+128% +$29.8K 0.02% 260
2020
Q4 		$24K Hold
200
– – 0.01% 258
2020
Q3 		$23K Hold
200
– – 0.02% 251
2020
Q2 		$21K Hold
200
– – 0.02% 220
2020
Q1 		$19K Buy
+200
New +$22.9K 0.02% 204

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

CVA Family Office's WM Position: Q2 2026 in Review

CVA Family Office increased its Waste Management (WM) stake by 3.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 2,665 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #181.

CVA Family Office first reported a position in WM in Q1 2020 and has held it in 26 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CVA Family Office held 2,665 shares of Waste Management worth $594K as of Q2 2026.
  • CVA Family Office bought 94 Waste Management shares in Q2 2026, an estimated $20.9K.
  • Waste Management made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #181 holding.
  • CVA Family Office first reported a position in Waste Management in Q1 2020 and has held it in 26 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.