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Kingswood Wealth Advisors’s Waste Management WM Stock Holding History

Kingswood 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
2026
Q2 		$1.47M Sell
6,592
-4,749
-42% -$1.06M 0.06% 320
2026
Q1 		$2.61M Buy
11,341
+479
+4% +$110K 0.12% 186
2025
Q4 		$2.39M Buy
10,862
+1,472
+16% +$314K 0.12% 176
2025
Q3 		$2.07M Sell
9,390
-610
-6% -$137K 0.13% 177
2025
Q2 		$2.29M Buy
10,000
+2,326
+30% +$540K 0.18% 123
2025
Q1 		$1.78M Sell
7,674
-207
-3% -$45.8K 0.16% 151
2024
Q4 		$1.59M Sell
7,881
-5,983
-43% -$1.29M 0.12% 180
2024
Q3 		$2.88M Buy
13,864
+1,613
+13% +$337K 0.21% 115
2024
Q2 		$2.61M Buy
12,251
+915
+8% +$190K 0.24% 95
2024
Q1 		$2.42M Sell
11,336
-171
-1% -$33.6K 0.28% 80
2023
Q4 		$2.06M Buy
11,507
+8,191
+247% +$1.37M 0.23% 96
2023
Q3 		$1.71M Sell
3,316
-1,199
-27% -$194K 0.29% 88
2023
Q2 		$783K Buy
+4,515
New +$746K 0.25% 98

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

Kingswood Wealth Advisors's WM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Waste Management (WM) stake by 42% in Q2 2026, selling an estimated $1.06M and leaving 6,592 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #320.

Kingswood Wealth Advisors first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.88M in Q3 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Kingswood Wealth Advisors held 6,592 shares of Waste Management worth $1.47M as of Q2 2026.
  • Kingswood Wealth Advisors sold 4,749 Waste Management shares in Q2 2026, an estimated $1.06M.
  • Waste Management made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #320 holding.
  • Kingswood Wealth Advisors first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Waste Management position peaked at $2.88M in Q3 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.