EPW
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Evergreen Private Wealth’s Waste Management WM Stock Holding History

Evergreen Private Wealth’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
Q1 		$5.88M Sell
25,580
-541
-2% -$124K 2.38% 16
2025
Q4 		$5.74M Buy
26,121
+3,572
+16% +$761K 2.26% 20
2025
Q3 		$4.98M Sell
22,549
-189
-0.8% -$42.6K 2.02% 22
2025
Q2 		$5.2M Buy
22,738
+590
+3% +$137K 2.18% 18
2025
Q1 		$5.13M Buy
22,148
+265
+1% +$58.7K 2.4% 14
2024
Q4 		$4.42M Buy
21,883
+22
+0.1% +$4.72K 2.07% 22
2024
Q3 		$4.54M Buy
21,861
+308
+1% +$64.3K 2.1% 20
2024
Q2 		$4.6M Buy
21,553
+190
+0.9% +$39.5K 2.27% 17
2024
Q1 		$4.55M Sell
21,363
-6,143
-22% -$1.21M 2.28% 15
2023
Q4 		$4.93M Buy
+27,506
New +$4.61M 2.66% 16

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return