MWM
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MorganRosel Wealth Management’s Waste Management WM Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-1
Closed -$240 – 352
2025
Q2 		$240 Hold
1
– – ﹤0.01% 347
2025
Q1 		$243 Buy
+1
New +$221 ﹤0.01% 342

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MorganRosel Wealth Management's WM Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Waste Management (WM) in Q3 2025, closing a stake of 1 share — an estimated $240 sold.

MorganRosel Wealth Management first reported a position in WM in Q1 2025 and held it in 2 quarters. The position peaked at $243 in Q1 2025. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1 Waste Management share in Q3 2025, an estimated $240.
  • MorganRosel Wealth Management first reported a position in Waste Management in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Waste Management position peaked at $243 in Q1 2025.
  • 2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.