Bluesphere Advisors’s Waste Management WM Stock Holding History

Bluesphere 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	$287K	Sell	1,408 -36	-2%	-$8.06K	0.09%	94
2026 Q2	$322K	Sell	1,444 -40	-3%	-$8.9K	0.1%	88
2026 Q1	$341K	Buy	+1,484	New	+$341K	0.12%	85
2025 Q1	–	Sell	-3,696	Closed	-$746K	–	115
2024 Q4	$746K	Sell	3,696 -281	-7%	-$60.4K	0.37%	42
2024 Q3	$826K	Hold	3,977	–	–	0.41%	34
2024 Q2	$848K	Hold	3,977	–	–	0.43%	33
2024 Q1	$848K	Hold	3,977	–	–	0.47%	33
2023 Q4	$712K	Buy	3,977 +281	+8%	+$47.1K	0.44%	33
2023 Q3	$563K	Hold	3,696	–	–	0.41%	34
2023 Q2	$641K	Hold	3,696	–	–	0.45%	33
2023 Q1	$603K	Hold	3,696	–	–	0.5%	35
2022 Q4	$580K	Sell	3,696 -111	-3%	-$17.9K	0.51%	36
2022 Q3	$610K	Hold	3,807	–	–	0.61%	32
2022 Q2	$582K	Hold	3,807	–	–	0.57%	33
2022 Q1	$603K	Hold	3,807	–	–	0.51%	41
2021 Q4	$635K	Hold	3,807	–	–	0.53%	37
2021 Q3	$569K	Hold	3,807	–	–	0.55%	35
2021 Q2	$533K	Hold	3,807	–	–	0.47%	39
2021 Q1	$491K	Buy	3,807 +6	+0.2%	+$701	0.44%	46
2020 Q4	$448K	Buy	+3,801	New	+$443K	0.48%	40

Other funds holding WM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Bluesphere Advisors's WM Position: Q3 2026 in Review

Bluesphere Advisors reduced its Waste Management (WM) stake by 2.5% in Q3 2026, selling an estimated $8.06K and leaving 1,408 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #94.

Bluesphere Advisors first reported a position in WM in Q4 2020 and has held it in 20 quarters since. The position peaked at $848K in Q2 2024. 428 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Bluesphere Advisors held 1,408 shares of Waste Management worth $287K as of Q3 2026.
Bluesphere Advisors sold 36 Waste Management shares in Q3 2026, an estimated $8.06K.
Waste Management made up 0.09% of Bluesphere Advisors's portfolio in Q3 2026, its #94 holding.
Bluesphere Advisors first reported a position in Waste Management in Q4 2020 and has held it in 20 quarters since.
Bluesphere Advisors's Waste Management position peaked at $848K in Q2 2024.
428 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.