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Etesian Wealth Advisors’s Waste Management WM Stock Holding History

Etesian Wealth Advisors’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 		$446K Sell
2,003
-74
-4% -$16.5K 0.13% 90
2026
Q1 		$477K Sell
2,077
-48
-2% -$11K 0.15% 92
2025
Q4 		$467K Sell
2,125
-39
-2% -$8.31K 0.15% 96
2025
Q3 		$478K Hold
2,164
– – 0.16% 97
2025
Q2 		$495K Sell
2,164
-48
-2% -$11.1K 0.18% 94
2025
Q1 		$512K Hold
2,212
– – 0.22% 91
2024
Q4 		$446K Hold
2,212
– – 0.2% 104
2024
Q3 		$459K Hold
2,212
– – 0.21% 104
2024
Q2 		$472K Sell
2,212
-93
-4% -$19.3K 0.27% 94
2024
Q1 		$491K Hold
2,305
– – 0.28% 90
2023
Q4 		$411K Hold
2,305
– – 0.25% 90
2023
Q3 		$351K Sell
2,305
-49
-2% -$7.93K 0.24% 93
2023
Q2 		$408K Buy
2,354
+9
+0.4% +$1.49K 0.27% 89
2023
Q1 		$383K Buy
2,345
+27
+1% +$4.13K 0.25% 92
2022
Q4 		$364K Buy
+2,318
New +$373K 0.26% 92

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

Etesian Wealth Advisors's WM Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Waste Management (WM) stake by 3.6% in Q2 2026, selling an estimated $16.5K and leaving 2,003 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #90.

Etesian Wealth Advisors first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $512K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Etesian Wealth Advisors held 2,003 shares of Waste Management worth $446K as of Q2 2026.
  • Etesian Wealth Advisors sold 74 Waste Management shares in Q2 2026, an estimated $16.5K.
  • Waste Management made up 0.13% of Etesian Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Etesian Wealth Advisors first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Waste Management position peaked at $512K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.