Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Waste Management WM Stock Holding History

Envestnet Portfolio Solutions’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 		$12M Buy
53,766
+3,232
+6% +$719K 0.06% 192
2026
Q1 		$11.6M Sell
50,534
-6,844
-12% -$1.57M 0.06% 173
2025
Q4 		$12.6M Buy
57,378
+10,205
+22% +$2.18M 0.04% 208
2025
Q3 		$10.4M Sell
47,173
-3,741
-7% -$843K 0.04% 221
2025
Q2 		$11.7M Sell
50,914
-4,532
-8% -$1.05M 0.04% 204
2025
Q1 		$12.8M Sell
55,446
-1,447
-3% -$320K 0.05% 186
2024
Q4 		$11.5M Buy
56,893
+1,796
+3% +$386K 0.04% 223
2024
Q3 		$11.4M Buy
55,097
+1,730
+3% +$361K 0.04% 227
2024
Q2 		$11.4M Buy
53,367
+903
+2% +$188K 0.04% 216
2024
Q1 		$11.2M Buy
52,464
+5,457
+12% +$1.07M 0.04% 209
2023
Q4 		$8.42M Buy
47,007
+3,243
+7% +$544K 0.04% 228
2023
Q3 		$6.67M Buy
+43,764
New +$7.08M 0.03% 246

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

Envestnet Portfolio Solutions's WM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Waste Management (WM) stake by 6.4% in Q2 2026, buying an estimated $719K and bringing the position to 53,766 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #192.

Envestnet Portfolio Solutions first reported a position in WM in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Envestnet Portfolio Solutions held 53,766 shares of Waste Management worth $12M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 3,232 Waste Management shares in Q2 2026, an estimated $719K.
  • Waste Management made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #192 holding.
  • Envestnet Portfolio Solutions first reported a position in Waste Management in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Waste Management position peaked at $12.8M in Q1 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.