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Quotient Wealth Partners’s Waste Management WM Stock Holding History

Quotient 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 		$435K Sell
1,952
-113
-5% -$25.1K 0.01% 234
2026
Q1 		$474K Sell
2,065
-305
-13% -$70.1K 0.01% 203
2025
Q4 		$521K Sell
2,370
-667
-22% -$142K 0.01% 190
2025
Q3 		$671K Sell
3,037
-151
-5% -$34K 0.02% 157
2025
Q2 		$729K Sell
3,188
-143
-4% -$33.2K 0.02% 147
2025
Q1 		$771K Sell
3,331
-488
-13% -$108K 0.02% 130
2024
Q4 		$771K Sell
3,819
-655
-15% -$141K 0.03% 128
2024
Q3 		$929K Sell
4,474
-361
-7% -$75.3K 0.03% 118
2024
Q2 		$1.03M Buy
4,835
+1,920
+66% +$399K 0.04% 103
2024
Q1 		$621K Buy
2,915
+1,256
+76% +$247K 0.02% 150
2023
Q4 		$297K Buy
+1,659
New +$278K 0.01% 229

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

Quotient Wealth Partners's WM Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Waste Management (WM) stake by 5.5% in Q2 2026, selling an estimated $25.1K and leaving 1,952 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #234.

Quotient Wealth Partners first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2024. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Quotient Wealth Partners held 1,952 shares of Waste Management worth $435K as of Q2 2026.
  • Quotient Wealth Partners sold 113 Waste Management shares in Q2 2026, an estimated $25.1K.
  • Waste Management made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Quotient Wealth Partners first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Waste Management position peaked at $1.03M in Q2 2024.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.