Excelsior Advisor Network’s Waste Management WM Stock Holding History

Excelsior Advisor Network’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	$542K	Buy	+2,430	New	+$540K	0.07%	255

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Excelsior Advisor Network's WM Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Waste Management (WM) in Q2 2026: 2,430 shares worth $542K. The stake represents 0.07% of the portfolio and ranks #255 among its holdings.

2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Excelsior Advisor Network held 2,430 shares of Waste Management worth $542K as of Q2 2026.
Waste Management was a new Excelsior Advisor Network position in Q2 2026.
Waste Management made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #255 holding.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.