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Orographic Financial Advisors’s Waste Management WM Stock Holding History

Orographic Financial 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 		$367K Hold
1,625
– – 0.24% 76
2026
Q1 		$373K Buy
+1,625
New +$373K 0.26% 78

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 $3.38T AUM 44.17% 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

Orographic Financial Advisors's WM Position: Q2 2026 in Review

Orographic Financial Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,625 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #76.

Orographic Financial Advisors first reported a position in WM in Q1 2026 and has held it in 2 quarters since. The position peaked at $373K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Orographic Financial Advisors held 1,625 shares of Waste Management worth $367K as of Q2 2026.
  • Orographic Financial Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.24% of Orographic Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Orographic Financial Advisors first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • Orographic Financial Advisors's Waste Management position peaked at $373K in Q1 2026.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.