Vista Investment Partners II’s Waste Management WM Stock Holding History

Vista Investment Partners II’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	$402K	Sell	1,804 -54	-3%	-$12K	0.16%	114
2026 Q1	$427K	Sell	1,858 -50	-3%	-$11.5K	0.19%	100
2025 Q4	$419K	Sell	1,908 -83	-4%	-$17.7K	0.18%	99
2025 Q3	$440K	Sell	1,991 -4	-0.2%	-$901	0.21%	90
2025 Q2	$457K	Sell	1,995 -69	-3%	-$16K	0.22%	85
2025 Q1	$478K	Sell	2,064 -11,995	-85%	-$2.66M	0.26%	84
2024 Q4	$2.84M	Buy	+14,059	New	+$3.02M	1.68%	19

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

BPC

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

JIC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Vista Investment Partners II's WM Position: Q2 2026 in Review

Vista Investment Partners II reduced its Waste Management (WM) stake by 2.9% in Q2 2026, selling an estimated $12K and leaving 1,804 shares worth $402K. The position accounts for 0.16% of the portfolio, ranked #114.

Vista Investment Partners II first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.84M in Q4 2024. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Vista Investment Partners II held 1,804 shares of Waste Management worth $402K as of Q2 2026.
Vista Investment Partners II sold 54 Waste Management shares in Q2 2026, an estimated $12K.
Waste Management made up 0.16% of Vista Investment Partners II's portfolio in Q2 2026, its #114 holding.
Vista Investment Partners II first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Waste Management position peaked at $2.84M in Q4 2024.
971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.