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Gladstone Institutional Advisory’s Waste Management WM Stock Holding History

Gladstone Institutional Advisory’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 		$806K Buy
3,616
+1,199
+50% +$267K 0.03% 466
2026
Q1 		$556K Buy
2,417
+279
+13% +$64.1K 0.02% 517
2025
Q4 		$470K Sell
2,138
-1,715
-45% -$366K 0.02% 510
2025
Q3 		$851K Buy
3,853
+49
+1% +$11K 0.03% 406
2025
Q2 		$870K Sell
3,804
-134
-3% -$31.1K 0.04% 373
2025
Q1 		$912K Buy
3,938
+1,279
+48% +$283K 0.04% 349
2024
Q4 		$537K Sell
2,659
-190
-7% -$40.8K 0.02% 459
2024
Q3 		$592K Sell
2,849
-675
-19% -$141K 0.03% 409
2024
Q2 		$752K Buy
3,524
+14
+0.4% +$2.91K 0.04% 342
2024
Q1 		$748K Sell
3,510
-1,163
-25% -$229K 0.04% 331
2023
Q4 		$837K Sell
4,673
-328
-7% -$55K 0.05% 318
2023
Q3 		$762K Sell
5,001
-241
-5% -$39K 0.05% 308
2023
Q2 		$909K Sell
5,242
-287
-5% -$47.4K 0.06% 294
2023
Q1 		$902K Buy
5,529
+126
+2% +$19.3K 0.06% 306
2022
Q4 		$848K Buy
5,403
+12
+0.2% +$1.93K 0.06% 305
2022
Q3 		$864K Buy
5,391
+161
+3% +$26.6K 0.07% 294
2022
Q2 		$800K Sell
5,230
-407
-7% -$63.7K 0.06% 315
2022
Q1 		$894K Buy
5,637
+1,950
+53% +$296K 0.06% 316
2021
Q4 		$615K Buy
3,687
+708
+24% +$114K 0.05% 339
2021
Q3 		$445K Buy
2,979
+975
+49% +$146K 0.04% 358
2021
Q2 		$281K Buy
2,004
+122
+6% +$16.9K 0.03% 416
2021
Q1 		$243K Buy
+1,882
New +$220K 0.04% 357

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

Gladstone Institutional Advisory's WM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Waste Management (WM) stake by 50% in Q2 2026, buying an estimated $267K and bringing the position to 3,616 shares worth $806K. The position accounts for 0.03% of the portfolio, ranked #466.

Gladstone Institutional Advisory first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $912K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Gladstone Institutional Advisory held 3,616 shares of Waste Management worth $806K as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,199 Waste Management shares in Q2 2026, an estimated $267K.
  • Waste Management made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #466 holding.
  • Gladstone Institutional Advisory first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Waste Management position peaked at $912K in Q1 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.