USAdvisors Wealth Management’s Waste Management WM Stock Holding History

USAdvisors Wealth Management’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 Q1	–	Sell	-927	Closed	-$203K	–	144
2025 Q4	$203K	Buy	927 +19	+2%	+$4.05K	0.07%	133
2025 Q3	$200K	Buy	+908	New	+$205K	0.07%	131
2025 Q2	–	Sell	-1,010	Closed	-$233K	–	149
2025 Q1	$233K	Buy	1,010 +16	+2%	+$3.54K	0.08%	117
2024 Q4	$200K	Buy	+994	New	+$213K	0.07%	133
2024 Q2	–	Sell	-983	Closed	-$210K	–	141
2024 Q1	$210K	Buy	+983	New	+$193K	0.08%	128

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

USAdvisors Wealth Management's WM Position: Q1 2026 in Review

USAdvisors Wealth Management sold out of Waste Management (WM) in Q1 2026, closing a stake of 927 shares — an estimated $203K sold.

USAdvisors Wealth Management first reported a position in WM in Q1 2024 and held it in 5 quarters. The position peaked at $233K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

USAdvisors Wealth Management reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
USAdvisors Wealth Management sold 927 Waste Management shares in Q1 2026, an estimated $203K.
USAdvisors Wealth Management first reported a position in Waste Management in Q1 2024 and held it in 5 quarters.
USAdvisors Wealth Management's Waste Management position peaked at $233K in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.