AssuredPartners Investment Advisors’s Waste Management WM Stock Holding History

AssuredPartners Investment 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	$4.3M	Buy	19,312 +11,710	+154%	+$2.6M	0.42%	65
2026 Q1	$1.78M	Buy	7,602 +5,856	+335%	+$1.35M	0.19%	123
2025 Q4	$384K	Buy	1,746 +553	+46%	+$118K	0.06%	245
2025 Q3	$263K	Buy	+1,193	New	+$269K	0.06%	222
2025 Q2	–	Sell	-1,467	Closed	-$340K	–	334
2025 Q1	$340K	Sell	1,467 -240	-14%	-$53.2K	0.07%	253
2024 Q4	$344K	Buy	+1,707	New	+$367K	0.07%	258

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AssuredPartners Investment Advisors's WM Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Waste Management (WM) stake by 154% in Q2 2026, buying an estimated $2.6M and bringing the position to 19,312 shares worth $4.3M. The position accounts for 0.42% of the portfolio, ranked #65.

AssuredPartners Investment Advisors first reported a position in WM in Q4 2024 and has held it in 6 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

AssuredPartners Investment Advisors held 19,312 shares of Waste Management worth $4.3M as of Q2 2026.
AssuredPartners Investment Advisors bought 11,710 Waste Management shares in Q2 2026, an estimated $2.6M.
Waste Management made up 0.42% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #65 holding.
AssuredPartners Investment Advisors first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.