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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
Q2 		$242K Sell
1,086
-131
-11% -$29.1K 0.01% 339
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 $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

Root Financial Partners's WM Position: Q2 2026 in Review

Root Financial Partners reduced its Waste Management (WM) stake by 11% in Q2 2026, selling an estimated $29.1K and leaving 1,086 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #339.

Root Financial Partners first reported a position in WM in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Root Financial Partners held 1,086 shares of Waste Management worth $242K as of Q2 2026.
  • Root Financial Partners sold 131 Waste Management shares in Q2 2026, an estimated $29.1K.
  • Waste Management made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #339 holding.
  • Root Financial Partners first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Waste Management position peaked at $280K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.