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Cyndeo Wealth Partners’s Waste Management WM Stock Holding History

Cyndeo 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 		$601K Sell
2,696
-63
-2% -$14K 0.03% 322
2026
Q1 		$634K Buy
2,759
+373
+16% +$85.7K 0.03% 289
2025
Q4 		$524K Buy
2,386
+63
+3% +$13.4K 0.03% 314
2025
Q3 		$513K Sell
2,323
-837
-26% -$189K 0.03% 303
2025
Q2 		$723K Sell
3,160
-24
-0.8% -$5.57K 0.04% 262
2025
Q1 		$737K Sell
3,184
-2
-0.1% -$443 0.05% 249
2024
Q4 		$643K Buy
3,186
+619
+24% +$133K 0.04% 263
2024
Q3 		$533K Buy
2,567
+185
+8% +$38.6K 0.04% 288
2024
Q2 		$508K Sell
2,382
-28
-1% -$5.82K 0.04% 278
2024
Q1 		$514K Sell
2,410
-39
-2% -$7.66K 0.04% 260
2023
Q4 		$439K Buy
2,449
+80
+3% +$13.4K 0.04% 263
2023
Q3 		$361K Buy
2,369
+1,108
+88% +$179K 0.04% 254
2023
Q2 		$219K Hold
1,261
– – 0.02% 305
2023
Q1 		$206K Sell
1,261
-103
-8% -$15.8K 0.02% 307
2022
Q4 		$214K Buy
+1,364
New +$219K 0.03% 291

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

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

Cyndeo Wealth Partners reduced its Waste Management (WM) stake by 2.3% in Q2 2026, selling an estimated $14K and leaving 2,696 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #322.

Cyndeo Wealth Partners first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $737K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Cyndeo Wealth Partners held 2,696 shares of Waste Management worth $601K as of Q2 2026.
  • Cyndeo Wealth Partners sold 63 Waste Management shares in Q2 2026, an estimated $14K.
  • Waste Management made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • Cyndeo Wealth Partners first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Waste Management position peaked at $737K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.