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Realta Investment Advisors’s Waste Management WM Stock Holding History

Realta Investment 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
-887
Closed -$204K – 414
2026
Q1 		$204K Buy
+887
New +$204K 0.07% 193
2025
Q2 		– Sell
-886
Closed -$205K – 342
2025
Q1 		$205K Buy
+886
New +$196K 0.09% 171
2024
Q4 		– Sell
-1,343
Closed -$287K – 418
2024
Q3 		$287K Sell
1,343
-2,701
-67% -$564K 0.13% 146
2024
Q2 		$863K Buy
4,044
+119
+3% +$24.7K 0.17% 137
2024
Q1 		$837K Sell
3,925
-78
-2% -$15.3K 0.17% 140
2023
Q4 		$717K Buy
4,003
+211
+6% +$35.4K 0.16% 155
2023
Q3 		$658K Sell
3,792
-663
-15% -$107K 0.15% 158
2023
Q2 		$773K Sell
4,455
-426
-9% -$70.4K 0.17% 138
2023
Q1 		$796K Sell
4,881
-829
-15% -$127K 0.19% 130
2022
Q4 		$896K Buy
5,710
+834
+17% +$134K 0.22% 117
2022
Q3 		$781K Sell
4,876
-217
-4% -$35.8K 0.2% 127
2022
Q2 		$793K Sell
5,093
-231
-4% -$36.2K 0.19% 122
2022
Q1 		$844K Buy
5,324
+28
+0.5% +$4.25K 0.17% 133
2021
Q4 		$884K Sell
5,296
-359
-6% -$57.7K 0.19% 129
2021
Q3 		$845K Sell
5,655
-567
-9% -$84.8K 0.2% 129
2021
Q2 		$872K Sell
6,222
-320
-5% -$44.2K 0.21% 123
2021
Q1 		$844K Sell
6,542
-537
-8% -$62.8K 0.22% 119
2020
Q4 		$835K Sell
7,079
-264
-4% -$30.8K 0.24% 99
2020
Q3 		$831K Buy
7,343
+3,696
+101% +$408K 0.28% 86
2020
Q2 		$386K Sell
3,647
-118
-3% -$11.9K 0.13% 202
2020
Q1 		$349K Sell
3,765
-4,808
-56% -$552K 0.15% 185
2019
Q4 		$971K Buy
8,573
+938
+12% +$106K 0.27% 77
2019
Q3 		$884K Sell
7,635
-1,204
-14% -$141K 0.24% 83
2019
Q2 		$1.02M Buy
8,839
+1,785
+25% +$194K 0.28% 75
2019
Q1 		$730K Buy
+7,054
New +$688K 0.33% 82

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

Realta Investment Advisors's WM Position: Q2 2026 in Review

Realta Investment Advisors sold out of Waste Management (WM) in Q2 2026, closing a stake of 887 shares — an estimated $204K sold.

Realta Investment Advisors first reported a position in WM in Q1 2019 and held it in 25 quarters. The position peaked at $1.02M in Q2 2019. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Realta Investment Advisors reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 887 Waste Management shares in Q2 2026, an estimated $204K.
  • Realta Investment Advisors first reported a position in Waste Management in Q1 2019 and held it in 25 quarters.
  • Realta Investment Advisors's Waste Management position peaked at $1.02M in Q2 2019.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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