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Park Square Financial Group’s Waste Management WM Stock Holding History

Park Square Financial Group’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 		$9.58K Sell
43
-9
-17% -$2K 0.09% 79
2026
Q1 		$11.9K Sell
52
-31
-37% -$7.12K 0.09% 71
2025
Q4 		$16.7K Buy
83
+2
+2% +$426 0.1% 102
2025
Q3 		$17.9K Sell
81
-18
-18% -$4.05K 0.08% 104
2025
Q2 		$22.7K Buy
99
+8
+9% +$1.86K 0.02% 430
2025
Q1 		$21.1K Sell
91
-10
-10% -$2.21K 0.02% 425
2024
Q4 		$20.4K Buy
+101
New +$21.7K 0.01% 426

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

Park Square Financial Group's WM Position: Q2 2026 in Review

Park Square Financial Group reduced its Waste Management (WM) stake by 17% in Q2 2026, selling an estimated $2K and leaving 43 shares worth $9.58K. The position accounts for 0.09% of the portfolio, ranked #79.

Park Square Financial Group first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.7K in Q2 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Park Square Financial Group held 43 shares of Waste Management worth $9.58K as of Q2 2026.
  • Park Square Financial Group sold 9 Waste Management shares in Q2 2026, an estimated $2K.
  • Waste Management made up 0.09% of Park Square Financial Group's portfolio in Q2 2026, its #79 holding.
  • Park Square Financial Group first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Waste Management position peaked at $22.7K in Q2 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.