Sharp Financial Services’s Waste Management WM Stock Holding History

Sharp Financial Services’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	-1,000	Closed	-$232K	–	102
2025 Q1	$232K	Sell	1,000 -99	-9%	-$21.9K	0.18%	81
2024 Q4	$222K	Hold	1,099	–	–	0.17%	91
2024 Q3	$228K	Buy	1,099 +83	+8%	+$17.3K	0.18%	89
2024 Q2	$217K	Buy	+1,016	New	+$211K	0.19%	91

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sharp Financial Services's WM Position: Q2 2025 in Review

Sharp Financial Services sold out of Waste Management (WM) in Q2 2025, closing a stake of 1,000 shares — an estimated $232K sold.

Sharp Financial Services first reported a position in WM in Q2 2024 and held it in 4 quarters. The position peaked at $232K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Sharp Financial Services reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Sharp Financial Services sold 1,000 Waste Management shares in Q2 2025, an estimated $232K.
Sharp Financial Services first reported a position in Waste Management in Q2 2024 and held it in 4 quarters.
Sharp Financial Services's Waste Management position peaked at $232K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Sharp Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.