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MONECO Advisors’s Waste Management WM Stock Holding History

MONECO 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 		$778K Sell
3,492
-554
-14% -$123K 0.05% 295
2026
Q1 		$930K Sell
4,046
-531
-12% -$122K 0.07% 226
2025
Q4 		$1.01M Buy
4,577
+308
+7% +$65.6K 0.08% 210
2025
Q3 		$943K Sell
4,269
-85
-2% -$19.1K 0.08% 212
2025
Q2 		$996K Sell
4,354
-270
-6% -$62.6K 0.09% 191
2025
Q1 		$1.07M Sell
4,624
-188
-4% -$41.6K 0.11% 170
2024
Q4 		$971K Buy
4,812
+54
+1% +$11.6K 0.1% 181
2024
Q3 		$988K Buy
4,758
+245
+5% +$51.1K 0.12% 157
2024
Q2 		$963K Buy
4,513
+300
+7% +$62.4K 0.14% 153
2024
Q1 		$898K Sell
4,213
-65
-2% -$12.8K 0.14% 160
2023
Q4 		$766K Buy
4,278
+500
+13% +$83.8K 0.15% 164
2023
Q3 		$576K Buy
3,778
+52
+1% +$8.41K 0.16% 152
2023
Q2 		$646K Sell
3,726
-99
-3% -$16.4K 0.18% 142
2023
Q1 		$624K Buy
3,825
+165
+5% +$25.3K 0.18% 133
2022
Q4 		$574K Buy
3,660
+1
+0% +$161 0.21% 119
2022
Q3 		$586K Buy
3,659
+3
+0.1% +$495 0.23% 105
2022
Q2 		$559K Buy
3,656
+1
+0% +$157 0.22% 108
2022
Q1 		$579K Buy
3,655
+58
+2% +$8.79K 0.21% 113
2021
Q4 		$527K Buy
3,597
+70
+2% +$11.3K 0.2% 124
2021
Q3 		$527K Buy
3,527
+26
+0.7% +$3.89K 0.21% 113
2021
Q2 		$490K Buy
3,501
+91
+3% +$12.6K 0.23% 107
2021
Q1 		$440K Buy
3,410
+1
+0% +$117 0.21% 110
2020
Q4 		$396K Hold
3,409
– – 0.22% 108
2020
Q3 		$386K Buy
3,409
+1
+0% +$111 0.25% 93
2020
Q2 		$361K Buy
+3,408
New +$344K 0.28% 86
2020
Q1 		– Sell
-1,860
Closed -$223K – 161
2019
Q4 		$223K Hold
1,860
– – 0.16% 132
2019
Q3 		$214K Buy
+1,860
New +$217K 0.17% 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

MONECO Advisors's WM Position: Q2 2026 in Review

MONECO Advisors reduced its Waste Management (WM) stake by 14% in Q2 2026, selling an estimated $123K and leaving 3,492 shares worth $778K. The position accounts for 0.05% of the portfolio, ranked #295.

MONECO Advisors first reported a position in WM in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • MONECO Advisors held 3,492 shares of Waste Management worth $778K as of Q2 2026.
  • MONECO Advisors sold 554 Waste Management shares in Q2 2026, an estimated $123K.
  • Waste Management made up 0.05% of MONECO Advisors's portfolio in Q2 2026, its #295 holding.
  • MONECO Advisors first reported a position in Waste Management in Q3 2019 and has held it in 27 quarters since.
  • MONECO Advisors's Waste Management position peaked at $1.07M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.