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Ethos Financial Group’s Waste Management WM Stock Holding History

Ethos Financial Group’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 		$479K Buy
2,080
+40
+2% +$8.9K 0.03% 372
2026
Q1 		$472K Sell
2,040
-26
-1% -$5.97K 0.03% 320
2025
Q4 		$454K Sell
2,066
-175
-8% -$37.3K 0.03% 310
2025
Q3 		$495K Buy
2,241
+21
+0.9% +$4.73K 0.04% 271
2025
Q2 		$508K Buy
2,220
+14
+0.6% +$3.25K 0.04% 261
2025
Q1 		$483K Buy
2,206
+1,193
+118% +$264K 0.05% 233
2024
Q4 		$206K Buy
1,013
+2
+0.2% +$430 0.03% 279
2024
Q3 		$210K Buy
1,011
+2
+0.2% +$417 0.03% 265
2024
Q2 		$215K Sell
1,009
-9
-0.9% -$1.87K 0.04% 251
2024
Q1 		$217K Sell
1,018
-96
-9% -$18.9K 0.04% 249
2023
Q4 		$205K Buy
+1,114
New +$187K 0.04% 247

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

Ethos Financial Group's WM Position: Q2 2026 in Review

Ethos Financial Group increased its Waste Management (WM) stake by 2% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,080 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #372.

Ethos Financial Group first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $508K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Ethos Financial Group held 2,080 shares of Waste Management worth $479K as of Q2 2026.
  • Ethos Financial Group bought 40 Waste Management shares in Q2 2026, an estimated $8.9K.
  • Waste Management made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #372 holding.
  • Ethos Financial Group first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Ethos Financial Group's Waste Management position peaked at $508K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.