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Oak Harbor Wealth Partners’s Waste Management WM Stock Holding History

Oak Harbor 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 		– Sell
-3,213
Closed -$738K – 295
2026
Q1 		$738K Buy
3,213
+408
+15% +$93.7K 0.17% 115
2025
Q4 		$616K Buy
2,805
+157
+6% +$33.5K 0.15% 123
2025
Q3 		$585K Buy
2,648
+282
+12% +$63.5K 0.14% 124
2025
Q2 		$541K Buy
2,366
+250
+12% +$58K 0.15% 119
2025
Q1 		$490K Buy
+2,116
New +$469K 0.14% 117

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

Oak Harbor Wealth Partners's WM Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Waste Management (WM) in Q2 2026, closing a stake of 3,213 shares — an estimated $738K sold.

Oak Harbor Wealth Partners first reported a position in WM in Q1 2025 and held it in 5 quarters. The position peaked at $738K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 3,213 Waste Management shares in Q2 2026, an estimated $738K.
  • Oak Harbor Wealth Partners first reported a position in Waste Management in Q1 2025 and held it in 5 quarters.
  • Oak Harbor Wealth Partners's Waste Management position peaked at $738K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.