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Sunrise Financial Services’s Waste Management WM Stock Holding History

Sunrise 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
2026
Q2 		$20.7K Sell
93
-14
-13% -$3.11K 0.01% 174
2026
Q1 		$24.6K Sell
107
-32
-23% -$7.35K 0.02% 166
2025
Q4 		$30.5K Buy
+139
New +$29.6K 0.02% 130

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

Sunrise Financial Services's WM Position: Q2 2026 in Review

Sunrise Financial Services reduced its Waste Management (WM) stake by 13% in Q2 2026, selling an estimated $3.11K and leaving 93 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #174.

Sunrise Financial Services first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.5K in Q4 2025. 2,363 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sunrise Financial Services held 93 shares of Waste Management worth $20.7K as of Q2 2026.
  • Sunrise Financial Services sold 14 Waste Management shares in Q2 2026, an estimated $3.11K.
  • Waste Management made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #174 holding.
  • Sunrise Financial Services first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Waste Management position peaked at $30.5K in Q4 2025.
  • 2,363 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.