Ritter Daniher Financial Advisory’s Waste Management WM Stock Holding History

Ritter Daniher Financial Advisory’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
2025 Q4	–	Sell	-54	Closed	-$11.9K	–	633
2025 Q3	$11.9K	Hold	54	–	–	﹤0.01%	312
2025 Q2	$12.4K	Sell	54 -6	-10%	-$1.39K	﹤0.01%	247
2025 Q1	$13.9K	Hold	60	–	–	﹤0.01%	233
2024 Q4	$12.1K	Hold	60	–	–	﹤0.01%	234
2024 Q3	$12.5K	Hold	60	–	–	﹤0.01%	227
2024 Q2	$12.8K	Sell	60 -6	-9%	-$1.25K	﹤0.01%	218
2024 Q1	$14.1K	Hold	66	–	–	﹤0.01%	210
2023 Q4	$11.8K	Hold	66	–	–	﹤0.01%	223
2023 Q3	$10.1K	Hold	66	–	–	﹤0.01%	229
2023 Q2	$11.4K	Hold	66	–	–	﹤0.01%	208
2023 Q1	$10.8K	Sell	66 -256	-80%	-$39.2K	﹤0.01%	205
2022 Q4	$50.5K	Buy	322 +256	+388%	+$41.2K	0.02%	145
2022 Q3	$11K	Hold	66	–	–	0.01%	172
2022 Q2	$10K	Hold	66	–	–	0.01%	173
2022 Q1	$10K	Hold	66	–	–	0.01%	177
2021 Q4	$11K	Buy	+66	New	+$10.6K	0.01%	162

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ritter Daniher Financial Advisory's WM Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Waste Management (WM) in Q4 2025, closing a stake of 54 shares — an estimated $11.9K sold.

Ritter Daniher Financial Advisory first reported a position in WM in Q4 2021 and held it in 16 quarters. The position peaked at $50.5K in Q4 2022. 2,323 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Ritter Daniher Financial Advisory reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 54 Waste Management shares in Q4 2025, an estimated $11.9K.
Ritter Daniher Financial Advisory first reported a position in Waste Management in Q4 2021 and held it in 16 quarters.
Ritter Daniher Financial Advisory's Waste Management position peaked at $50.5K in Q4 2022.
2,323 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.