WRPWM
WM icon

Werba Rubin Papier Wealth Management’s Waste Management WM Stock Holding History

Werba Rubin Papier 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
2025
Q2 		– Sell
-959
Closed -$222K – 237
2025
Q1 		$222K Buy
+959
New +$212K 0.05% 168

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Werba Rubin Papier Wealth Management's WM Position: Q2 2025 in Review

Werba Rubin Papier Wealth Management sold out of Waste Management (WM) in Q2 2025, closing a stake of 959 shares — an estimated $222K sold.

Werba Rubin Papier Wealth Management first reported a position in WM in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 2,231 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Werba Rubin Papier Wealth Management reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 959 Waste Management shares in Q2 2025, an estimated $222K.
  • Werba Rubin Papier Wealth Management first reported a position in Waste Management in Q1 2025 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's Waste Management position peaked at $222K in Q1 2025.
  • 2,231 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.