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McCarter Private Wealth Services’s Waste Management WM Stock Holding History

McCarter Private Wealth Services’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 		$224K Sell
1,007
-673
-40% -$150K 0.08% 166
2026
Q1 		$386K Buy
1,680
+356
+27% +$81.8K 0.17% 109
2025
Q4 		$291K Buy
+1,324
New +$282K 0.13% 130

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

McCarter Private Wealth Services's WM Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Waste Management (WM) stake by 40% in Q2 2026, selling an estimated $150K and leaving 1,007 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #166.

McCarter Private Wealth Services first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • McCarter Private Wealth Services held 1,007 shares of Waste Management worth $224K as of Q2 2026.
  • McCarter Private Wealth Services sold 673 Waste Management shares in Q2 2026, an estimated $150K.
  • Waste Management made up 0.08% of McCarter Private Wealth Services's portfolio in Q2 2026, its #166 holding.
  • McCarter Private Wealth Services first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's Waste Management position peaked at $386K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.