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Opal Wealth Advisors’s Waste Management WM Stock Holding History

Opal 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 		– Sell
-343
Closed -$78.8K – 588
2026
Q1 		$78.8K Buy
+343
New +$78.8K 0.02% 318
2025
Q3 		– Sell
-832
Closed -$190K – 556
2025
Q2 		$190K Buy
832
+491
+144% +$114K 0.05% 201
2025
Q1 		$78.9K Buy
+341
New +$75.5K 0.02% 297
2024
Q3 		– Sell
-142
Closed -$30.3K – 1170
2024
Q2 		$30.3K Sell
142
-21
-13% -$4.37K 0.01% 416
2024
Q1 		$34.7K Buy
+163
New +$32K 0.01% 218

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

Opal Wealth Advisors's WM Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Waste Management (WM) in Q2 2026, closing a stake of 343 shares — an estimated $78.8K sold.

Opal Wealth Advisors first reported a position in WM in Q1 2024 and held it in 5 quarters. The position peaked at $190K in Q2 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 343 Waste Management shares in Q2 2026, an estimated $78.8K.
  • Opal Wealth Advisors first reported a position in Waste Management in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Waste Management position peaked at $190K in Q2 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.