Goldstein Advisors’s Waste Management WM Stock Holding History

Goldstein 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	–	Sell	-910	Closed	-$209K	–	274
2026 Q1	$209K	Buy	+910	New	+$209K	0.02%	210

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

Goldstein Advisors's WM Position: Q2 2026 in Review

Goldstein Advisors sold out of Waste Management (WM) in Q2 2026, closing a stake of 910 shares — an estimated $209K sold.

Goldstein Advisors first reported a position in WM in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Goldstein Advisors reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
Goldstein Advisors sold 910 Waste Management shares in Q2 2026, an estimated $209K.
Goldstein Advisors first reported a position in Waste Management in Q1 2026 and held it in 1 quarter.
Goldstein Advisors's Waste Management position peaked at $209K in Q1 2026.
2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.