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Rise Advisors’s Waste Management WM Stock Holding History

Rise 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 		$219K Buy
983
+20
+2% +$4.45K 0.06% 96
2026
Q1 		$222K Sell
963
-94
-9% -$21.6K 0.08% 90
2025
Q4 		$232K Sell
1,057
-265
-20% -$56.5K 0.08% 87
2025
Q3 		$292K Sell
1,322
-245
-16% -$55.2K 0.1% 75
2025
Q2 		$358K Sell
1,567
-124
-7% -$28.8K 0.14% 63
2025
Q1 		$392K Sell
1,691
-229
-12% -$50.7K 0.17% 55
2024
Q4 		$387K Sell
1,920
-119
-6% -$25.6K 0.19% 55
2024
Q3 		$423K Buy
2,039
+30
+1% +$6.26K 0.2% 53
2024
Q2 		$429K Buy
2,009
+125
+7% +$26K 0.23% 47
2024
Q1 		$402K Buy
1,884
+362
+24% +$71.1K 0.21% 48
2023
Q4 		$273K Buy
1,522
+146
+11% +$24.5K 0.19% 56
2023
Q3 		$210K Buy
1,376
+357
+35% +$57.8K 0.17% 61
2023
Q2 		$177K Sell
1,019
-50
-5% -$8.27K 0.14% 70
2023
Q1 		$174K Buy
1,069
+365
+52% +$55.9K 0.13% 73
2022
Q4 		$111K Buy
704
+187
+36% +$30.1K 0.09% 97
2022
Q3 		$83K Buy
517
+9
+2% +$1.49K 0.07% 108
2022
Q2 		$78K Buy
508
+224
+79% +$35.1K 0.08% 109
2022
Q1 		$45K Buy
284
+1
+0.4% +$152 0.04% 157
2021
Q4 		$47.3K Buy
+283
New +$45.5K 0.05% 153

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

Rise Advisors's WM Position: Q2 2026 in Review

Rise Advisors increased its Waste Management (WM) stake by 2.1% in Q2 2026, buying an estimated $4.45K and bringing the position to 983 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #96.

Rise Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $429K in Q2 2024. 2,360 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Rise Advisors held 983 shares of Waste Management worth $219K as of Q2 2026.
  • Rise Advisors bought 20 Waste Management shares in Q2 2026, an estimated $4.45K.
  • Waste Management made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #96 holding.
  • Rise Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Waste Management position peaked at $429K in Q2 2024.
  • 2,360 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.