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Syntegra Private Wealth Group’s Waste Management WM Stock Holding History

Syntegra Private Wealth 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 		$466K Sell
2,092
-121
-5% -$26.9K 0.04% 127
2026
Q1 		$509K Sell
2,213
-3
-0.1% -$689 0.05% 108
2025
Q4 		$487K Buy
2,216
+52
+2% +$11.1K 0.04% 111
2025
Q3 		$478K Sell
2,164
-127
-6% -$28.6K 0.05% 110
2025
Q2 		$524K Buy
2,291
+44
+2% +$10.2K 0.05% 91
2025
Q1 		$520K Buy
2,247
+30
+1% +$6.64K 0.06% 78
2024
Q4 		$447K Sell
2,217
-51
-2% -$11K 0.05% 90
2024
Q3 		$471K Sell
2,268
-30
-1% -$6.26K 0.05% 83
2024
Q2 		$490K Buy
2,298
+30
+1% +$6.24K 0.06% 72
2024
Q1 		$483K Hold
2,268
– – 0.06% 72
2023
Q4 		$406K Sell
2,268
-125
-5% -$21K 0.06% 79
2023
Q3 		$365K Sell
2,393
-116
-5% -$18.8K 0.06% 84
2023
Q2 		$435K Buy
2,509
+291
+13% +$48.1K 0.07% 79
2023
Q1 		$362K Buy
2,218
+60
+3% +$9.19K 0.06% 88
2022
Q4 		$339K Buy
+2,158
New +$347K 0.07% 79

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

Syntegra Private Wealth Group's WM Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Waste Management (WM) stake by 5.5% in Q2 2026, selling an estimated $26.9K and leaving 2,092 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #127.

Syntegra Private Wealth Group first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $524K in Q2 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Syntegra Private Wealth Group held 2,092 shares of Waste Management worth $466K as of Q2 2026.
  • Syntegra Private Wealth Group sold 121 Waste Management shares in Q2 2026, an estimated $26.9K.
  • Waste Management made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #127 holding.
  • Syntegra Private Wealth Group first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Waste Management position peaked at $524K in Q2 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.