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Evolve Private Wealth’s Waste Management WM Stock Holding History

Evolve 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
Q2 		$423K Sell
1,897
-213
-10% -$47.4K 0.03% 581
2026
Q1 		$485K Buy
2,110
+654
+45% +$150K 0.03% 591
2025
Q4 		$320K Buy
+1,456
New +$310K 0.02% 697

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

Evolve Private Wealth's WM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Waste Management (WM) stake by 10% in Q2 2026, selling an estimated $47.4K and leaving 1,897 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #581.

Evolve Private Wealth first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $485K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Evolve Private Wealth held 1,897 shares of Waste Management worth $423K as of Q2 2026.
  • Evolve Private Wealth sold 213 Waste Management shares in Q2 2026, an estimated $47.4K.
  • Waste Management made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #581 holding.
  • Evolve Private Wealth first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Waste Management position peaked at $485K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.