Castleview Partners’s Waste Management WM Stock Holding History

Castleview Partners’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	$221K	Buy	+991	New	+$220K	0.1%	201
2025 Q1	–	Sell	-734	Closed	-$147K	–	579
2024 Q4	$147K	Sell	734 -10	-1%	-$2.15K	0.08%	218
2024 Q3	$154K	Hold	744	–	–	0.09%	192
2024 Q2	$159K	Hold	744	–	–	0.09%	194
2024 Q1	$159K	Hold	744	–	–	0.09%	201
2023 Q4	$133K	Buy	744 +94	+14%	+$15.8K	0.09%	170
2023 Q3	$99.1K	Sell	650 -15	-2%	-$2.43K	0.09%	179
2023 Q2	$115K	Buy	665 +15	+2%	+$2.48K	0.1%	170
2023 Q1	$106K	Sell	650 -118	-15%	-$18.1K	0.09%	175
2022 Q4	$120K	Hold	768	–	–	0.12%	149
2022 Q3	$123K	Buy	768 +759	+8,433%	+$125K	0.12%	159
2022 Q2	$2.15K	Sell	9 -641	-99%	-$100K	﹤0.01%	629
2022 Q1	$103K	Sell	650 -129,365	-100%	-$19.6M	0.06%	228
2021 Q4	$779	Buy	+130,015	New	+$20.9M	0.01%	435
2021 Q2	$40K	Buy	+284	New	+$39.3K	0.02%	451

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Castleview Partners's WM Position: Q2 2026 in Review

Castleview Partners opened a new position in Waste Management (WM) in Q2 2026: 991 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #201 among its holdings. This is a return to the name: Castleview Partners previously reported a position in WM as recently as Q4 2024.

Castleview Partners first reported a position in WM in Q2 2021 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Castleview Partners held 991 shares of Waste Management worth $221K as of Q2 2026.
Waste Management was a new Castleview Partners position in Q2 2026.
Waste Management made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #201 holding.
Castleview Partners first reported a position in Waste Management in Q2 2021 and has held it in 15 quarters since.
564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.