Accordant Advisory Group
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Accordant Advisory Group’s Waste Management WM Stock Holding History

Accordant Advisory Group’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
Q3 		$7.34K Hold
36
– – ﹤0.01% 186
2026
Q2 		$8.02K Hold
36
– – 0.01% 180
2026
Q1 		$8.27K Buy
+36
New +$8.27K 0.01% 176
2025
Q2 		– Sell
-5
Closed -$1.16K – 185
2025
Q1 		$1.16K Hold
5
– – ﹤0.01% 144
2024
Q4 		$1.01K Hold
5
– – ﹤0.01% 137
2024
Q3 		$1.04K Buy
+5
New +$1.04K ﹤0.01% 140

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Accordant Advisory Group's WM Position: Q3 2026 in Review

Accordant Advisory Group held its Waste Management (WM) position steady in Q3 2026 at 36 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Accordant Advisory Group first reported a position in WM in Q3 2024 and has held it in 6 quarters since. The position peaked at $8.27K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Accordant Advisory Group held 36 shares of Waste Management worth $7.34K as of Q3 2026.
  • Accordant Advisory Group left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up ﹤0.01% of Accordant Advisory Group's portfolio in Q3 2026, its #186 holding.
  • Accordant Advisory Group first reported a position in Waste Management in Q3 2024 and has held it in 6 quarters since.
  • Accordant Advisory Group's Waste Management position peaked at $8.27K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.