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Parnassus Investments

Parnassus Endeavor Fund

Parnassus Endeavor Fund Waste Management Inc stake

total: 118

Parnassus Endeavor Fund WM trades

Total transactions:
3
New positions:
1
Added:
2
Held since:
2025 Q4
Held for:
3 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Parnassus Endeavor Fund holds 520,351 Waste Management Inc (WM) shares with a market value of roughly $115.98M accounting for 2.19% of the overall portfolio. To date, the estimated cost basis is nearly $222.22 for "buy" trades. Parnassus Endeavor Fund first purchased WM in 2025 Q4, initially acquiring 287,909 shares. Since the initial investment in Waste Management Inc (WM), Parnassus Endeavor Fund has made 2 more transactions.

How many WM shares does Parnassus Endeavor Fund currently hold?

According to 2026 Q2 report, Parnassus Endeavor Fund holds 520,351 shares of Waste Management Inc (WM), valued at around $115.98M.

When did Parnassus Endeavor Fund buy Waste Management Inc (WM)?

Parnassus Endeavor Fund first invested in Waste Management Inc (WM) in 2025 Q4 at the reported quarter-end price of $219.71 per share.

What's the cost basis of Parnassus Endeavor Fund's WM stake?

The estimated cost basis for Waste Management Inc (WM) stake is around $222.22 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$222.22

Parnassus Endeavor Fund's historical trades in Waste Management Inc

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.19%
520,351
$222.88
$115,975,831
+40.56% (+150,143)
+0.63%
2026 Q1
1.84%
370,208
$229.79
$85,070,096
+28.59% (+82,299)
+0.41%
2025 Q4
1.33%
287,909
$219.71
$63,256,486
new
+1.33%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.