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Golden State Equity Partners’s Waste Management WM Stock Holding History

Golden State Equity Partners’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 		$35K Sell
157
-3,805
-96% -$846K 0.09% 130
2026
Q1 		$910K Buy
3,962
+1,259
+47% +$289K 0.07% 307
2025
Q4 		$594K Sell
2,703
-2,832
-51% -$604K 0.1% 243
2025
Q3 		$1.22M Buy
5,535
+4,091
+283% +$921K 0.21% 120
2025
Q2 		$330K Sell
1,444
-239
-14% -$55.4K 0.06% 326
2025
Q1 		$390K Sell
1,683
-81
-5% -$17.9K 0.08% 288
2024
Q4 		$356K Buy
1,764
+1,083
+159% +$233K 0.07% 297
2024
Q3 		$141K Sell
681
-1,021
-60% -$213K 0.07% 231
2024
Q2 		$363K Buy
+1,702
New +$354K 0.08% 282
2023
Q4 		$332K Buy
1,854
+124
+7% +$20.8K 0.08% 258
2023
Q3 		$264K Sell
1,730
-8
-0.5% -$1.29K 0.07% 272
2023
Q2 		$301K Buy
1,738
+337
+24% +$55.7K 0.08% 270
2023
Q1 		$229K Buy
+1,401
New +$215K 0.12% 183
2022
Q1 		$252K Sell
1,590
-49
-3% -$7.43K 0.13% 162
2021
Q4 		$274K Sell
1,639
-241
-13% -$38.8K 0.14% 139
2021
Q3 		$281K Sell
1,880
-45
-2% -$6.73K 0.11% 183
2021
Q2 		$270K Buy
1,925
+143
+8% +$19.8K 0.1% 195
2021
Q1 		$230K Sell
1,782
-40
-2% -$4.67K 0.13% 149
2020
Q4 		$214K Buy
+1,822
New +$212K 0.15% 158

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Golden State Equity Partners's WM Position: Q2 2026 in Review

Golden State Equity Partners reduced its Waste Management (WM) stake by 96% in Q2 2026, selling an estimated $846K and leaving 157 shares worth $35K. The position accounts for 0.09% of the portfolio, ranked #130.

Golden State Equity Partners first reported a position in WM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Golden State Equity Partners held 157 shares of Waste Management worth $35K as of Q2 2026.
  • Golden State Equity Partners sold 3,805 Waste Management shares in Q2 2026, an estimated $846K.
  • Waste Management made up 0.09% of Golden State Equity Partners's portfolio in Q2 2026, its #130 holding.
  • Golden State Equity Partners first reported a position in Waste Management in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's Waste Management position peaked at $1.22M in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.