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Cassaday & Co Wealth Management’s Waste Management WM Stock Holding History

Cassaday & Co Wealth Management’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 		$561K Sell
2,517
-18
-0.7% -$4K 0.01% 217
2026
Q1 		$583K Buy
2,535
+137
+6% +$31.5K 0.01% 198
2025
Q4 		$527K Buy
2,398
+45
+2% +$9.59K 0.01% 210
2025
Q3 		$520K Hold
2,353
– – 0.01% 208
2025
Q2 		$538K Buy
2,353
+59
+3% +$13.7K 0.01% 200
2025
Q1 		$531K Buy
2,294
+12
+0.5% +$2.66K 0.01% 192
2024
Q4 		$460K Sell
2,282
-23
-1% -$4.94K 0.01% 201
2024
Q3 		$479K Sell
2,305
-10
-0.4% -$2.09K 0.01% 187
2024
Q2 		$494K Sell
2,315
-517
-18% -$107K 0.02% 173
2024
Q1 		$604K Buy
2,832
+383
+16% +$75.3K 0.02% 156
2023
Q4 		$439K Buy
2,449
+1
+0% +$168 0.02% 170
2023
Q3 		$373K Buy
2,448
+15
+0.6% +$2.43K 0.02% 171
2023
Q2 		$422K Sell
2,433
-106
-4% -$17.5K 0.02% 167
2023
Q1 		$414K Sell
2,539
-109
-4% -$16.7K 0.02% 170
2022
Q4 		$415K Buy
+2,648
New +$426K 0.02% 163

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Cassaday & Co Wealth Management's WM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Waste Management (WM) stake by 0.71% in Q2 2026, selling an estimated $4K and leaving 2,517 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #217.

Cassaday & Co Wealth Management first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $604K in Q1 2024. 1,557 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,517 shares of Waste Management worth $561K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 18 Waste Management shares in Q2 2026, an estimated $4K.
  • Waste Management made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Cassaday & Co Wealth Management first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Waste Management position peaked at $604K in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.