ARQ Wealth Advisors
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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
Q3 		$2.49M Sell
12,235
-2,787
-19% -$624K 0.3% 86
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

ARQ Wealth Advisors's WM Position: Q3 2026 in Review

ARQ Wealth Advisors reduced its Waste Management (WM) stake by 19% in Q3 2026, selling an estimated $624K and leaving 12,235 shares worth $2.49M. The position accounts for 0.3% of the portfolio, ranked #86.

ARQ Wealth Advisors first reported a position in WM in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.82M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • ARQ Wealth Advisors held 12,235 shares of Waste Management worth $2.49M as of Q3 2026.
  • ARQ Wealth Advisors sold 2,787 Waste Management shares in Q3 2026, an estimated $624K.
  • Waste Management made up 0.3% of ARQ Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • ARQ Wealth Advisors first reported a position in Waste Management in Q3 2025 and has held it in 5 quarters since.
  • ARQ Wealth Advisors's Waste Management position peaked at $3.82M in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.