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Insight Wealth Strategies’s Waste Management WM Stock Holding History

Insight Wealth Strategies’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 		$229K Sell
1,024
-12,578
-92% -$2.8M 0.02% 173
2026
Q1 		$3.13M Buy
13,602
+1,053
+8% +$242K 0.35% 86
2025
Q4 		$2.76M Buy
12,549
+479
+4% +$102K 0.32% 89
2025
Q3 		$2.67M Buy
12,070
+1,482
+14% +$334K 0.31% 90
2025
Q2 		$2.42M Sell
10,588
-1,067
-9% -$248K 0.31% 87
2025
Q1 		$2.7M Buy
11,655
+44
+0.4% +$9.74K 0.36% 77
2024
Q4 		$2.34M Buy
11,611
+362
+3% +$77.8K 0.31% 84
2024
Q3 		$2.34M Buy
11,249
+232
+2% +$48.4K 0.31% 86
2024
Q2 		$2.35M Buy
11,017
+171
+2% +$35.5K 0.33% 72
2024
Q1 		$2.31M Sell
10,846
-1,397
-11% -$275K 0.34% 62
2023
Q4 		$2.19M Buy
12,243
+381
+3% +$63.9K 0.35% 53
2023
Q3 		$1.81M Buy
11,862
+977
+9% +$158K 0.35% 53
2023
Q2 		$1.89M Sell
10,885
-84
-0.8% -$13.9K 0.36% 48
2023
Q1 		$1.79M Buy
10,969
+109
+1% +$16.7K 0.35% 48
2022
Q4 		$1.7M Sell
10,860
-1,705
-14% -$274K 0.33% 51
2022
Q3 		$1.92M Hold
12,565
– – 0.36% 37
2022
Q2 		$1.92M Buy
12,565
+531
+4% +$83.2K 0.36% 37
2022
Q1 		$1.91M Buy
12,034
+1,484
+14% +$225K 0.28% 50
2021
Q4 		$1.76M Buy
10,550
+636
+6% +$102K 0.25% 59
2021
Q3 		$1.48M Buy
9,914
+56
+0.6% +$8.38K 0.21% 71
2021
Q2 		$1.38M Buy
9,858
+177
+2% +$24.5K 0.2% 69
2021
Q1 		$1.25M Buy
9,681
+5,229
+117% +$611K 0.17% 85
2020
Q4 		$525K Buy
4,452
+295
+7% +$34.4K 0.09% 112
2020
Q3 		$470K Buy
4,157
+372
+10% +$41.1K 0.09% 104
2020
Q2 		$401K Buy
+3,785
New +$382K 0.09% 101
2020
Q1 		– Sell
-4,411
Closed -$503K – 198
2019
Q4 		$503K Sell
4,411
-28
-0.6% -$3.16K 0.11% 122
2019
Q3 		$510K Buy
4,439
+297
+7% +$34.7K 0.12% 113
2019
Q2 		$478K Buy
4,142
+28
+0.7% +$3.04K 0.12% 107
2019
Q1 		$427K Buy
+4,114
New +$401K 0.12% 105

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

Insight Wealth Strategies's WM Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Waste Management (WM) stake by 92% in Q2 2026, selling an estimated $2.8M and leaving 1,024 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #173.

Insight Wealth Strategies first reported a position in WM in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.13M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Insight Wealth Strategies held 1,024 shares of Waste Management worth $229K as of Q2 2026.
  • Insight Wealth Strategies sold 12,578 Waste Management shares in Q2 2026, an estimated $2.8M.
  • Waste Management made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #173 holding.
  • Insight Wealth Strategies first reported a position in Waste Management in Q1 2019 and has held it in 29 quarters since.
  • Insight Wealth Strategies's Waste Management position peaked at $3.13M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.