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McClarren Financial Advisors’s Waste Management WM Stock Holding History

McClarren Financial 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
Q2 		– Sell
-231
Closed -$38K – 304
2025
Q1 		$38K Buy
231
+65
+39% +$14.4K 0.03% 153
2024
Q4 		$33K Sell
166
-41
-20% -$8.81K 0.09% 104
2024
Q3 		$34 Sell
207
-6
-3% -$1.25K ﹤0.01% 140
2024
Q2 		$35K Buy
213
+47
+28% +$9.77K 0.02% 169
2024
Q1 		$36K Buy
166
+1
+0.6% +$197 0.03% 169
2023
Q4 		$30K Buy
165
+1
+0.6% +$168 0.02% 199
2023
Q3 		$25K Buy
164
+1
+0.6% +$162 0.02% 196
2023
Q2 		$28K Hold
163
– – 0.02% 197
2023
Q1 		$26K Buy
163
+1
+0.6% +$153 0.02% 189
2022
Q4 		$25K Buy
162
+1
+0.6% +$161 0.02% 197
2022
Q3 		$25K Buy
+161
New +$26.6K 0.02% 180
2022
Q2 		– Sell
-160
Closed -$25K – 290
2022
Q1 		$25K Hold
160
– – 0.02% 165
2021
Q4 		$27K Buy
160
+1
+0.6% +$161 0.02% 177
2021
Q3 		$23K Buy
159
+1
+0.6% +$150 0.02% 160
2021
Q2 		$22K Hold
158
– – 0.02% 176
2021
Q1 		$20K Sell
158
-137
-46% -$16K 0.02% 157
2020
Q4 		$34K Buy
+295
New +$34.4K 0.03% 119

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McClarren Financial Advisors's WM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Waste Management (WM) in Q2 2025, closing a stake of 231 shares — an estimated $38K sold.

McClarren Financial Advisors first reported a position in WM in Q4 2020 and held it in 17 quarters. The position peaked at $38K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 231 Waste Management shares in Q2 2025, an estimated $38K.
  • McClarren Financial Advisors first reported a position in Waste Management in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Waste Management position peaked at $38K in Q1 2025.
  • 2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.