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 Q3	$555K	Sell	2,720 -1,054	-28%	-$236K	0.03%	253
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Turtle Creek Wealth Advisors's WM Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its Waste Management (WM) stake by 28% in Q3 2026, selling an estimated $236K and leaving 2,720 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #253.

Turtle Creek Wealth Advisors first reported a position in WM in Q4 2023 and has held it in 7 quarters since. The position peaked at $841K in Q2 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Turtle Creek Wealth Advisors held 2,720 shares of Waste Management worth $555K as of Q3 2026.
Turtle Creek Wealth Advisors sold 1,054 Waste Management shares in Q3 2026, an estimated $236K.
Waste Management made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #253 holding.
Turtle Creek Wealth Advisors first reported a position in Waste Management in Q4 2023 and has held it in 7 quarters since.
Turtle Creek Wealth Advisors's Waste Management position peaked at $841K in Q2 2026.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.