Turtle Creek Wealth Advisors’s Waste Management WM Stock Holding History

Turtle Creek Wealth 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
2026 Q2	$841K	Buy	3,774 +1,684	+81%	+$375K	0.04%	184
2026 Q1	$480K	Buy	2,090 +508	+32%	+$117K	0.04%	236
2025 Q4	$348K	Buy	1,582 +346	+28%	+$73.7K	0.03%	277
2025 Q3	$273K	Buy	1,236 +39	+3%	+$8.78K	0.02%	296
2025 Q2	$274K	Buy	+1,197	New	+$278K	0.03%	224
2024 Q1	–	Sell	-548	Closed	-$98.1K	–	816
2023 Q4	$98.1K	Buy	+548	New	+$91.9K	0.03%	200

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Turtle Creek Wealth Advisors's WM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Waste Management (WM) stake by 81% in Q2 2026, buying an estimated $375K and bringing the position to 3,774 shares worth $841K. The position accounts for 0.04% of the portfolio, ranked #184.

Turtle Creek Wealth Advisors first reported a position in WM in Q4 2023 and has held it in 6 quarters since. 1,212 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Turtle Creek Wealth Advisors held 3,774 shares of Waste Management worth $841K as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,684 Waste Management shares in Q2 2026, an estimated $375K.
Waste Management made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Turtle Creek Wealth Advisors first reported a position in Waste Management in Q4 2023 and has held it in 6 quarters since.
1,212 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.