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Wealthspire Advisors (New York)’s Waste Management WM Stock Holding History

Wealthspire Advisors (New York)’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 		$2.6M Buy
11,674
+4,404
+61% +$979K 0.01% 372
2026
Q1 		$1.67M Sell
7,270
-1,030
-12% -$237K 0.01% 313
2025
Q4 		$1.82M Buy
8,300
+1,476
+22% +$315K 0.01% 308
2025
Q3 		$1.51M Sell
6,824
-41
-0.6% -$9.23K 0.01% 322
2025
Q2 		$1.57M Buy
6,865
+29
+0.4% +$6.73K 0.01% 314
2025
Q1 		$1.58M Buy
6,836
+222
+3% +$49.2K 0.01% 307
2024
Q4 		$1.33M Buy
6,614
+715
+12% +$154K 0.01% 313
2024
Q3 		$1.22M Sell
5,899
-275
-4% -$57.4K 0.01% 334
2024
Q2 		$1.32M Buy
6,174
+628
+11% +$131K 0.02% 263
2024
Q1 		$1.18M Sell
5,546
-542
-9% -$107K 0.02% 289
2023
Q4 		$1.09M Buy
6,088
+456
+8% +$76.5K 0.02% 297
2023
Q3 		$858K Buy
5,632
+1,328
+31% +$215K 0.01% 301
2023
Q2 		$746K Sell
4,304
-247
-5% -$40.8K 0.01% 302
2023
Q1 		$743K Sell
4,551
-907
-17% -$139K 0.01% 298
2022
Q4 		$856K Buy
5,458
+1,187
+28% +$191K 0.02% 291
2022
Q3 		$684K Sell
4,271
-611
-13% -$101K 0.01% 290
2022
Q2 		$747K Buy
4,882
+708
+17% +$111K 0.02% 252
2022
Q1 		$662K Sell
4,174
-1,281
-23% -$194K 0.01% 231
2021
Q4 		$910K Sell
5,455
-1,757
-24% -$283K 0.02% 241
2021
Q3 		$1.08M Buy
+7,212
New +$1.08M 0.02% 236
2021
Q2 		– Sell
-7,889
Closed -$1.02M – 673
2021
Q1 		$1.02M Buy
7,889
+4,307
+120% +$503K 0.02% 265
2020
Q4 		$422K Buy
3,582
+1,276
+55% +$149K 0.01% 337
2020
Q3 		$261K Buy
2,306
+89
+4% +$9.84K 0.02% 251
2020
Q2 		$235K Sell
2,217
-12,987
-85% -$1.31M 0.02% 237
2020
Q1 		$1.41M Buy
+15,204
New +$1.74M 0.06% 159
2019
Q1 		– Sell
-265
Closed -$24K – 801
2018
Q4 		$24K Buy
+265
New +$23.8K ﹤0.01% 310

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

Wealthspire Advisors (New York)'s WM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Waste Management (WM) stake by 61% in Q2 2026, buying an estimated $979K and bringing the position to 11,674 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #372.

Wealthspire Advisors (New York) first reported a position in WM in Q4 2018 and has held it in 26 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wealthspire Advisors (New York) held 11,674 shares of Waste Management worth $2.6M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 4,404 Waste Management shares in Q2 2026, an estimated $979K.
  • Waste Management made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #372 holding.
  • Wealthspire Advisors (New York) first reported a position in Waste Management in Q4 2018 and has held it in 26 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.