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ARQ Wealth Advisors’s Waste Management WM Stock Holding History

ARQ Wealth 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
2026
Q2 		$3.55M Sell
15,022
-1,584
-10% -$352K 0.44% 72
2026
Q1 		$3.82M Buy
16,606
+13,584
+450% +$3.12M 0.69% 56
2025
Q4 		$664K Sell
3,022
-150
-5% -$32K 0.18% 75
2025
Q3 		$700K Buy
+3,172
New +$714K 0.21% 72

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ARQ Wealth Advisors's WM Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its Waste Management (WM) stake by 9.5% in Q2 2026, selling an estimated $352K and leaving 15,022 shares worth $3.55M. The position accounts for 0.44% of the portfolio, ranked #72.

ARQ Wealth Advisors first reported a position in WM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.82M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • ARQ Wealth Advisors held 15,022 shares of Waste Management worth $3.55M as of Q2 2026.
  • ARQ Wealth Advisors sold 1,584 Waste Management shares in Q2 2026, an estimated $352K.
  • Waste Management made up 0.44% of ARQ Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • ARQ Wealth Advisors first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • ARQ Wealth Advisors's Waste Management position peaked at $3.82M in Q1 2026.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.