ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Waste Management WM Stock Holding History

ARS Wealth Advisors 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 		$291K Sell
1,426
-91
-6% -$20.4K 0.02% 178
2026
Q2 		$338K Buy
1,517
+1
+0.1% +$222 0.03% 171
2026
Q1 		$348K Hold
1,516
– – 0.03% 148
2025
Q4 		$333K Buy
1,516
+1
+0.1% +$213 0.03% 139
2025
Q3 		$335K Hold
1,515
– – 0.03% 133
2025
Q2 		$347K Sell
1,515
-12
-0.8% -$2.78K 0.04% 123
2025
Q1 		$353K Buy
1,527
+1
+0.1% +$221 0.05% 106
2024
Q4 		$308K Sell
1,526
-10
-0.7% -$2.15K 0.04% 119
2024
Q3 		$319K Sell
1,536
-41
-3% -$8.55K 0.04% 128
2024
Q2 		$336K Buy
1,577
+47
+3% +$9.8K 0.04% 115
2024
Q1 		$326K Buy
1,530
+1
+0.1% +$197 0.04% 123
2023
Q4 		$274K Buy
+1,529
New +$256K 0.04% 126
2022
Q4 		– Sell
-1,985
Closed -$318K – 157
2022
Q3 		$318K Buy
+1,985
New +$328K 0.05% 113

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ARS Wealth Advisors Group's WM Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Waste Management (WM) stake by 6% in Q3 2026, selling an estimated $20.4K and leaving 1,426 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #178.

ARS Wealth Advisors Group first reported a position in WM in Q3 2022 and has held it in 13 quarters since. The position peaked at $353K in Q1 2025. 943 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • ARS Wealth Advisors Group held 1,426 shares of Waste Management worth $291K as of Q3 2026.
  • ARS Wealth Advisors Group sold 91 Waste Management shares in Q3 2026, an estimated $20.4K.
  • Waste Management made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #178 holding.
  • ARS Wealth Advisors Group first reported a position in Waste Management in Q3 2022 and has held it in 13 quarters since.
  • ARS Wealth Advisors Group's Waste Management position peaked at $353K in Q1 2025.
  • 943 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.