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Synergy Financial Group’s Waste Management WM Stock Holding History

Synergy Financial Group’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 		$397K Sell
1,779
-38
-2% -$8.45K 0.29% 68
2026
Q1 		$418K Sell
1,817
-26
-1% -$5.97K 0.31% 70
2025
Q4 		$405K Sell
1,843
-80
-4% -$17.1K 0.28% 68
2025
Q3 		$425K Sell
1,923
-3
-0.2% -$676 0.29% 62
2025
Q2 		$441K Sell
1,926
-50
-3% -$11.6K 0.32% 55
2025
Q1 		$457K Sell
1,976
-9
-0.5% -$1.99K 0.41% 52
2024
Q4 		$401K Buy
1,985
+63
+3% +$13.5K 0.33% 56
2024
Q3 		$399K Sell
1,922
-10
-0.5% -$2.09K 0.38% 47
2024
Q2 		$412K Buy
1,932
+1
+0.1% +$208 0.43% 45
2024
Q1 		$412K Sell
1,931
-577
-23% -$113K 0.46% 48
2023
Q4 		$449K Buy
2,508
+7
+0.3% +$1.17K 0.55% 45
2023
Q3 		$381K Buy
2,501
+542
+28% +$87.7K 0.53% 44
2023
Q2 		$340K Hold
1,959
– – 0.46% 48
2023
Q1 		$320K Sell
1,959
-321
-14% -$49.2K 0.52% 48
2022
Q4 		$358K Sell
2,280
-724
-24% -$116K 0.71% 37
2022
Q3 		$481K Sell
3,004
-44
-1% -$7.26K 0.72% 44
2022
Q2 		$466K Sell
3,048
-353
-10% -$55.3K 0.73% 46
2022
Q1 		$539K Hold
3,401
– – 0.57% 51
2021
Q4 		$568K Buy
+3,401
New +$547K 0.51% 53

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

Synergy Financial Group's WM Position: Q2 2026 in Review

Synergy Financial Group reduced its Waste Management (WM) stake by 2.1% in Q2 2026, selling an estimated $8.45K and leaving 1,779 shares worth $397K. The position accounts for 0.29% of the portfolio, ranked #68.

Synergy Financial Group first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $568K in Q4 2021. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Synergy Financial Group held 1,779 shares of Waste Management worth $397K as of Q2 2026.
  • Synergy Financial Group sold 38 Waste Management shares in Q2 2026, an estimated $8.45K.
  • Waste Management made up 0.29% of Synergy Financial Group's portfolio in Q2 2026, its #68 holding.
  • Synergy Financial Group first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Waste Management position peaked at $568K in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.