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United Financial Planning Group’s Waste Management WM Stock Holding History

United Financial Planning 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 		– Sell
-9
Closed -$2.07K – 540
2026
Q1 		$2.07K Buy
9
+7
+350% +$1.61K ﹤0.01% 426
2025
Q4 		$439 Buy
+2
New +$426 ﹤0.01% 411

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 $3.38T AUM 44.17% 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

United Financial Planning Group's WM Position: Q2 2026 in Review

United Financial Planning Group sold out of Waste Management (WM) in Q2 2026, closing a stake of 9 shares — an estimated $2.07K sold.

United Financial Planning Group first reported a position in WM in Q4 2025 and held it in 2 quarters. The position peaked at $2.07K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • United Financial Planning Group reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 9 Waste Management shares in Q2 2026, an estimated $2.07K.
  • United Financial Planning Group first reported a position in Waste Management in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Waste Management position peaked at $2.07K in Q1 2026.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.