Activest Wealth Management
WM icon

Activest Wealth Management’s Waste Management WM Stock Holding History

Activest 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
2026
Q3 		$41.8K Sell
205
-301
-59% -$67.4K 0.01% 300
2026
Q2 		$113K Buy
506
+70
+16% +$15.6K 0.02% 174
2026
Q1 		$100K Sell
436
-88
-17% -$20.2K 0.02% 235
2025
Q4 		$115K Sell
524
-79
-13% -$16.8K 0.02% 206
2025
Q3 		$133K Buy
603
+261
+76% +$58.8K 0.03% 159
2025
Q2 		$78.3K Sell
342
-22
-6% -$5.1K 0.02% 157
2025
Q1 		$84.4K Buy
364
+239
+191% +$52.9K 0.02% 146
2024
Q4 		$25.2K Buy
125
+2
+2% +$430 0.01% 229
2024
Q3 		$25.6K Buy
123
+120
+4,000% +$25K 0.01% 226
2024
Q2 		$640 Hold
3
– – ﹤0.01% 451
2024
Q1 		$639 Hold
3
– – ﹤0.01% 339
2023
Q4 		$537 Hold
3
– – ﹤0.01% 301
2023
Q3 		$457 Sell
3
-78
-96% -$12.6K ﹤0.01% 316
2023
Q2 		$12.7K Buy
81
+78
+2,600% +$12.9K 0.01% 150
2023
Q1 		$485 Sell
3
-12
-80% -$1.84K ﹤0.01% 298
2022
Q4 		$2.35K Hold
15
– – ﹤0.01% 398
2022
Q3 		$2K Buy
15
+12
+400% +$1.98K ﹤0.01% 401
2022
Q2 		$0 Hold
3
– – ﹤0.01% 402
2022
Q1 		$0 Hold
3
– – ﹤0.01% 384
2021
Q4 		$1K Hold
3
– – ﹤0.01% 317
2021
Q3 		$1K Hold
3
– – ﹤0.01% 374
2021
Q2 		$1K Hold
3
– – ﹤0.01% 329
2021
Q1 		$1K Buy
+3
New +$351 ﹤0.01% 296

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Activest Wealth Management's WM Position: Q3 2026 in Review

Activest Wealth Management reduced its Waste Management (WM) stake by 59% in Q3 2026, selling an estimated $67.4K and leaving 205 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #300.

Activest Wealth Management first reported a position in WM in Q1 2021 and has held it in 23 quarters since. The position peaked at $133K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Activest Wealth Management held 205 shares of Waste Management worth $41.8K as of Q3 2026.
  • Activest Wealth Management sold 301 Waste Management shares in Q3 2026, an estimated $67.4K.
  • Waste Management made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #300 holding.
  • Activest Wealth Management first reported a position in Waste Management in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's Waste Management position peaked at $133K in Q3 2025.
  • 1,288 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.