EWP
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E-Wealth Partners’s Waste Management WM Stock Holding History

E-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 		$254K Sell
1,141
-52
-4% -$11.6K 0.18% 55
2026
Q1 		$274K Buy
1,193
+59
+5% +$13.6K 0.22% 54
2025
Q4 		$249K Buy
+1,134
New +$242K 0.21% 52

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

E-Wealth Partners's WM Position: Q2 2026 in Review

E-Wealth Partners reduced its Waste Management (WM) stake by 4.4% in Q2 2026, selling an estimated $11.6K and leaving 1,141 shares worth $254K. The position accounts for 0.18% of the portfolio, ranked #55.

E-Wealth Partners first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • E-Wealth Partners held 1,141 shares of Waste Management worth $254K as of Q2 2026.
  • E-Wealth Partners sold 52 Waste Management shares in Q2 2026, an estimated $11.6K.
  • Waste Management made up 0.18% of E-Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • E-Wealth Partners first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Waste Management position peaked at $274K in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.