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Root Financial Partners’s Waste Management WM Stock Holding History

Root Financial 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 		$280K Buy
1,217
+345
+40% +$79.3K 0.01% 262
2025
Q4 		$192K Buy
872
+149
+21% +$31.8K 0.01% 307
2025
Q3 		$160K Buy
+723
New +$163K 0.01% 321

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

Root Financial Partners's WM Position: Q1 2026 in Review

Root Financial Partners increased its Waste Management (WM) stake by 40% in Q1 2026, buying an estimated $79.3K and bringing the position to 1,217 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #262.

Root Financial Partners first reported a position in WM in Q3 2025 and has held it in 3 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Root Financial Partners held 1,217 shares of Waste Management worth $280K as of Q1 2026.
  • Root Financial Partners bought 345 Waste Management shares in Q1 2026, an estimated $79.3K.
  • Waste Management made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #262 holding.
  • Root Financial Partners first reported a position in Waste Management in Q3 2025 and has held it in 3 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.