Heartwood Wealth Advisors’s Waste Management WM Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-29	Closed	-$6.4K	–	601
2025 Q3	$6.4K	Buy	+29	New	+$6.53K	﹤0.01%	405

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's WM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Waste Management (WM) in Q4 2025, closing a stake of 29 shares — an estimated $6.4K sold.

Heartwood Wealth Advisors first reported a position in WM in Q3 2025 and held it in 1 quarter. The position peaked at $6.4K in Q3 2025. 2,323 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 29 Waste Management shares in Q4 2025, an estimated $6.4K.
Heartwood Wealth Advisors first reported a position in Waste Management in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Waste Management position peaked at $6.4K in Q3 2025.
2,323 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.