RWM
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Ruedi Wealth Management’s Waste Management WM Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-44
Closed -$10.2K – 327
2025
Q1 		$10.2K Hold
44
– – ﹤0.01% 164
2024
Q4 		$8.83K Hold
44
– – ﹤0.01% 177
2024
Q3 		$9.07K Sell
44
-22
-33% -$4.59K ﹤0.01% 178
2024
Q2 		$14K Buy
66
+43
+187% +$8.94K 0.01% 155
2024
Q1 		$4.8K Buy
23
+1
+5% +$197 ﹤0.01% 201
2023
Q4 		$4.02K Sell
22
-224
-91% -$37.6K ﹤0.01% 181
2023
Q3 		$37.6K Hold
246
– – 0.02% 86
2023
Q2 		$42.7K Hold
246
– – 0.03% 82
2023
Q1 		$40.2K Hold
246
– – 0.03% 91
2022
Q4 		$38.6K Buy
+246
New +$39.6K 0.03% 83

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruedi Wealth Management's WM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Waste Management (WM) in Q2 2025, closing a stake of 44 shares — an estimated $10.2K sold.

Ruedi Wealth Management first reported a position in WM in Q4 2022 and held it in 10 quarters. The position peaked at $42.7K in Q2 2023. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 44 Waste Management shares in Q2 2025, an estimated $10.2K.
  • Ruedi Wealth Management first reported a position in Waste Management in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Waste Management position peaked at $42.7K in Q2 2023.
  • 2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.