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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Quotient Wealth Partners's WM Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Waste Management (WM) stake by 13% in Q1 2026, selling an estimated $70.1K and leaving 2,065 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #203.

Quotient Wealth Partners first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Quotient Wealth Partners held 2,065 shares of Waste Management worth $474K as of Q1 2026.
  • Quotient Wealth Partners sold 305 Waste Management shares in Q1 2026, an estimated $70.1K.
  • Waste Management made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #203 holding.
  • Quotient Wealth Partners first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Waste Management position peaked at $1.03M in Q2 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.