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Sage Advisors’s Waste Management WM Stock Holding History

Sage 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
2025
Q3 		– Sell
-985
Closed -$225K – 41
2025
Q2 		$225K Buy
+985
New +$228K 0.16% 33
2025
Q1 		– Sell
-1,121
Closed -$226K – 34
2024
Q4 		$226K Buy
1,121
+148
+15% +$31.8K 0.17% 27
2024
Q3 		$202K Buy
+973
New +$203K 0.16% 24

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Advisors's WM Position: Q3 2025 in Review

Sage Advisors sold out of Waste Management (WM) in Q3 2025, closing a stake of 985 shares — an estimated $225K sold.

Sage Advisors first reported a position in WM in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q4 2024. 2,176 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Sage Advisors reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Sage Advisors sold 985 Waste Management shares in Q3 2025, an estimated $225K.
  • Sage Advisors first reported a position in Waste Management in Q3 2024 and held it in 3 quarters.
  • Sage Advisors's Waste Management position peaked at $226K in Q4 2024.
  • 2,176 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Sage Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.