Wolf Group Capital Advisors’s Waste Management WM Stock Holding History

Wolf Group Capital Advisors’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 Q1	$1.26M	Buy	+5,461	New	+$1.21M	0.42%	74

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wolf Group Capital Advisors's WM Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Waste Management (WM) in Q1 2025: 5,461 shares worth $1.26M. The stake represents 0.42% of the portfolio and ranks #74 among its holdings.

2,202 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Wolf Group Capital Advisors held 5,461 shares of Waste Management worth $1.26M as of Q1 2025.
Waste Management was a new Wolf Group Capital Advisors position in Q1 2025.
Waste Management made up 0.42% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #74 holding.
2,202 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.