Avantra Family Wealth’s Waste Management WM Stock Holding History

Avantra Family Wealth’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	$220K	Hold	988	–	–	0.14%	161
2026 Q1	$227K	Sell	988 -157	-14%	-$36.1K	0.17%	151
2025 Q4	$252K	Hold	1,145	–	–	0.18%	138
2025 Q3	$253K	Hold	1,145	–	–	0.19%	139
2025 Q2	$262K	Hold	1,145	–	–	0.22%	114
2025 Q1	$265K	Hold	1,145	–	–	0.25%	127
2024 Q4	$231K	Buy	+1,145	New	+$246K	0.22%	137

Other funds holding WM

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

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Avantra Family Wealth's WM Position: Q2 2026 in Review

Avantra Family Wealth held its Waste Management (WM) position steady in Q2 2026 at 988 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #161.

Avantra Family Wealth first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $265K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Avantra Family Wealth held 988 shares of Waste Management worth $220K as of Q2 2026.
Avantra Family Wealth left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.14% of Avantra Family Wealth's portfolio in Q2 2026, its #161 holding.
Avantra Family Wealth first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Waste Management position peaked at $265K in Q1 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.