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Resurgent Financial Advisors’s Waste Management WM Stock Holding History

Resurgent 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 		$521K Buy
2,336
+339
+17% +$75.4K 0.14% 158
2026
Q1 		$459K Buy
+1,997
New +$459K 0.17% 147
2025
Q4 		– Sell
-907
Closed -$200K – 228
2025
Q3 		$200K Sell
907
-8
-0.9% -$1.8K 0.1% 204
2025
Q2 		$209K Buy
915
+26
+3% +$6.03K 0.12% 179
2025
Q1 		$206K Buy
+889
New +$197K 0.12% 175
2024
Q1 		– Sell
-907
Closed -$162K – 488
2023
Q4 		$162K Buy
907
+2
+0.2% +$335 0.1% 187
2023
Q3 		$138K Sell
905
-189
-17% -$30.6K 0.09% 190
2023
Q2 		$190K Sell
1,094
-1
-0.1% -$165 0.13% 153
2023
Q1 		$179K Sell
1,095
-213
-16% -$32.6K 0.12% 162
2022
Q4 		$205K Sell
1,308
-45
-3% -$7.24K 0.11% 198
2022
Q3 		$217K Hold
1,353
– – 0.15% 177
2022
Q2 		$207K Buy
+1,353
New +$212K 0.13% 174

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

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

Resurgent Financial Advisors increased its Waste Management (WM) stake by 17% in Q2 2026, buying an estimated $75.4K and bringing the position to 2,336 shares worth $521K. The position accounts for 0.14% of the portfolio, ranked #158.

Resurgent Financial Advisors first reported a position in WM in Q2 2022 and has held it in 12 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Resurgent Financial Advisors held 2,336 shares of Waste Management worth $521K as of Q2 2026.
  • Resurgent Financial Advisors bought 339 Waste Management shares in Q2 2026, an estimated $75.4K.
  • Waste Management made up 0.14% of Resurgent Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Resurgent Financial Advisors first reported a position in Waste Management in Q2 2022 and has held it in 12 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.