AC
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Avestar Capital’s Waste Management WM Stock Holding History

Avestar Capital’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 		$977K Sell
4,384
-122
-3% -$27.1K 0.05% 251
2026
Q1 		$1.04M Buy
4,506
+75
+2% +$17.2K 0.07% 218
2025
Q4 		$974K Buy
4,431
+48
+1% +$10.2K 0.06% 226
2025
Q3 		$968K Sell
4,383
-422
-9% -$95K 0.06% 222
2025
Q2 		$1.1M Buy
4,805
+518
+12% +$120K 0.08% 194
2025
Q1 		$992K Buy
4,287
+484
+13% +$107K 0.09% 191
2024
Q4 		$767K Buy
3,803
+369
+11% +$79.3K 0.07% 216
2024
Q3 		$713K Buy
3,434
+256
+8% +$53.4K 0.07% 207
2024
Q2 		$678K Buy
3,178
+1,622
+104% +$337K 0.07% 203
2024
Q1 		$332K Buy
+1,556
New +$306K 0.03% 322
2019
Q3 		– Sell
-177
Closed -$18K – 847
2019
Q2 		$18K Buy
177
+10
+6% +$1.08K 0.01% 410
2019
Q1 		$15K Sell
167
-13
-7% -$1.27K 0.01% 418
2018
Q4 		$14K Hold
180
– – 0.01% 393
2018
Q3 		$14K Buy
180
+13
+8% +$1.15K 0.01% 416
2018
Q2 		$12K Buy
167
+65
+64% +$5.38K 0.01% 442
2018
Q1 		$7K Sell
102
-19
-16% -$1.63K ﹤0.01% 495
2017
Q4 		$8K Buy
+121
New +$9.85K 0.01% 489

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

Avestar Capital's WM Position: Q2 2026 in Review

Avestar Capital reduced its Waste Management (WM) stake by 2.7% in Q2 2026, selling an estimated $27.1K and leaving 4,384 shares worth $977K. The position accounts for 0.05% of the portfolio, ranked #251.

Avestar Capital first reported a position in WM in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2025. 1,092 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Avestar Capital held 4,384 shares of Waste Management worth $977K as of Q2 2026.
  • Avestar Capital sold 122 Waste Management shares in Q2 2026, an estimated $27.1K.
  • Waste Management made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #251 holding.
  • Avestar Capital first reported a position in Waste Management in Q4 2017 and has held it in 17 quarters since.
  • Avestar Capital's Waste Management position peaked at $1.1M in Q2 2025.
  • 1,092 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.