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Mosaic Family Wealth Partners’s Waste Management WM Stock Holding History

Mosaic Family Wealth Partners’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 		$1.09M Buy
4,886
+373
+8% +$83K 0.07% 204
2026
Q1 		$1.04M Sell
4,513
-58
-1% -$13.3K 0.11% 107
2025
Q4 		$1M Sell
4,571
-97
-2% -$20.7K 0.11% 96
2025
Q3 		$1.02M Buy
4,668
+1,380
+42% +$311K 0.12% 85
2025
Q2 		$752K Sell
3,288
-85
-3% -$19.7K 0.1% 99
2025
Q1 		$781K Buy
3,373
+85
+3% +$18.8K 0.11% 93
2024
Q4 		$663K Hold
3,288
– – 0.1% 104
2024
Q3 		$683K Sell
3,288
-6
-0.2% -$1.25K 0.1% 100
2024
Q2 		$703K Buy
3,294
+6
+0.2% +$1.25K 0.11% 96
2024
Q1 		$701K Buy
3,288
+100
+3% +$19.7K 0.12% 95
2023
Q4 		$571K Sell
3,188
-4
-0.1% -$671 0.1% 104
2023
Q3 		$487K Buy
3,192
+12
+0.4% +$1.94K 0.1% 108
2023
Q2 		$551K Sell
3,180
-2
-0.1% -$331 0.11% 101
2023
Q1 		$519K Sell
3,182
-8
-0.3% -$1.23K 0.11% 104
2022
Q4 		$500K Buy
+3,190
New +$513K 0.14% 101

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

Mosaic Family Wealth Partners's WM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Waste Management (WM) stake by 8.3% in Q2 2026, buying an estimated $83K and bringing the position to 4,886 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #204.

Mosaic Family Wealth Partners first reported a position in WM in Q4 2022 and has held it in 15 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Mosaic Family Wealth Partners held 4,886 shares of Waste Management worth $1.09M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 373 Waste Management shares in Q2 2026, an estimated $83K.
  • Waste Management made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Mosaic Family Wealth Partners first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.