EWA
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EverSource Wealth Advisors’s Waste Management WM Stock Holding History

EverSource 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 		$1.06M Sell
4,741
-1,361
-22% -$303K 0.04% 343
2026
Q1 		$1.4M Buy
6,102
+829
+16% +$190K 0.04% 299
2025
Q4 		$1.16M Buy
5,273
+1,503
+40% +$320K 0.04% 299
2025
Q3 		$833K Sell
3,770
-164
-4% -$36.9K 0.03% 356
2025
Q2 		$900K Buy
3,934
+185
+5% +$42.9K 0.04% 305
2025
Q1 		$868K Buy
3,749
+658
+21% +$146K 0.05% 272
2024
Q4 		$624K Buy
3,091
+49
+2% +$10.5K 0.04% 325
2024
Q3 		$632K Buy
3,042
+275
+10% +$57.4K 0.04% 291
2024
Q2 		$561K Buy
2,767
+1,084
+64% +$225K 0.04% 291
2024
Q1 		$350K Buy
1,683
+637
+61% +$125K 0.03% 343
2023
Q4 		$187K Sell
1,046
-15
-1% -$2.52K 0.02% 445
2023
Q3 		$162K Sell
1,061
-67
-6% -$10.8K 0.02% 447
2023
Q2 		$196K Buy
1,128
+70
+7% +$11.6K 0.02% 400
2023
Q1 		$173K Buy
1,058
+419
+66% +$64.2K 0.02% 397
2022
Q4 		$100K Sell
639
-137
-18% -$22K 0.02% 507
2022
Q3 		$125K Buy
776
+150
+24% +$24.8K 0.03% 378
2022
Q2 		$96K Sell
626
-185
-23% -$29K 0.02% 383
2022
Q1 		$128K Sell
811
-16
-2% -$2.43K 0.03% 300
2021
Q4 		$139K Buy
+827
New +$133K 0.04% 269

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

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

EverSource Wealth Advisors reduced its Waste Management (WM) stake by 22% in Q2 2026, selling an estimated $303K and leaving 4,741 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #343.

EverSource Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • EverSource Wealth Advisors held 4,741 shares of Waste Management worth $1.06M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,361 Waste Management shares in Q2 2026, an estimated $303K.
  • Waste Management made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #343 holding.
  • EverSource Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Waste Management position peaked at $1.4M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.