Moss Adams Wealth Advisors’s Waste Management WM Stock Holding History

Moss Adams Wealth 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	$351K	Sell	1,573 -59	-4%	-$13.1K	0.02%	198
2026 Q1	$375K	Buy	1,632 +260	+19%	+$59.7K	0.03%	178
2025 Q4	$301K	Sell	1,372 -198	-13%	-$42.2K	0.02%	195
2025 Q3	$347K	Sell	1,570 -20	-1%	-$4.5K	0.03%	173
2025 Q2	$364K	Buy	1,590 +80	+5%	+$18.6K	0.03%	168
2025 Q1	$350K	Buy	1,510 +237	+19%	+$52.5K	0.04%	153
2024 Q4	$257K	Buy	1,273 +83	+7%	+$17.8K	0.03%	164
2024 Q3	$247K	Buy	1,190 +173	+17%	+$36.1K	0.03%	170
2024 Q2	$217K	Buy	+1,017	New	+$211K	0.03%	162

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Moss Adams Wealth Advisors's WM Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Waste Management (WM) stake by 3.6% in Q2 2026, selling an estimated $13.1K and leaving 1,573 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #198.

Moss Adams Wealth Advisors first reported a position in WM in Q2 2024 and has held it in 9 quarters since. The position peaked at $375K in Q1 2026. 2,373 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Moss Adams Wealth Advisors held 1,573 shares of Waste Management worth $351K as of Q2 2026.
Moss Adams Wealth Advisors sold 59 Waste Management shares in Q2 2026, an estimated $13.1K.
Waste Management made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Moss Adams Wealth Advisors first reported a position in Waste Management in Q2 2024 and has held it in 9 quarters since.
Moss Adams Wealth Advisors's Waste Management position peaked at $375K in Q1 2026.
2,373 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.