Centerpoint Advisors’s Waste Management WM Stock Holding History

Centerpoint 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	$63K	Hold	310	–	–	0.02%	159
2026 Q2	$69K	Sell	310 -60	-16%	-$13.3K	0.02%	150
2026 Q1	$85K	Hold	370	–	–	0.03%	128
2025 Q4	$81K	Sell	370 -3	-0.8%	-$639	0.02%	135
2025 Q3	$82K	Hold	373	–	–	0.03%	135
2025 Q2	$85K	Buy	373 +3	+0.8%	+$696	0.03%	123
2025 Q1	$86K	Hold	370	–	–	0.03%	129
2024 Q4	$75K	Hold	370	–	–	0.03%	145
2024 Q3	$77K	Sell	370 -40	-10%	-$8.34K	0.03%	144
2024 Q2	$87K	Hold	410	–	–	0.03%	136
2024 Q1	$87K	Hold	410	–	–	0.03%	132
2023 Q4	$73K	Hold	410	–	–	0.03%	132
2023 Q3	$63K	Hold	410	–	–	0.03%	141
2023 Q2	$71K	Hold	410	–	–	0.03%	145
2023 Q1	$67K	Hold	410	–	–	0.03%	138
2022 Q4	$64K	Hold	410	–	–	0.03%	129
2022 Q3	$66K	Hold	410	–	–	0.04%	123
2022 Q2	$63K	Hold	410	–	–	0.03%	128
2022 Q1	$65K	Buy	+410	New	+$62.2K	0.03%	133
2020 Q1	–	Sell	-118	Closed	-$13K	–	290
2019 Q4	$13K	Hold	118	–	–	0.01%	156
2019 Q3	$14K	Hold	118	–	–	0.01%	147
2019 Q2	$14K	Hold	118	–	–	0.01%	147
2019 Q1	$12K	Hold	118	–	–	0.01%	154
2018 Q4	$11K	Buy	+118	New	+$10.6K	0.01%	152

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Centerpoint Advisors's WM Position: Q3 2026 in Review

Centerpoint Advisors held its Waste Management (WM) position steady in Q3 2026 at 310 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #159.

Centerpoint Advisors first reported a position in WM in Q4 2018 and has held it in 24 quarters since. The position peaked at $87K in Q2 2024. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Centerpoint Advisors held 310 shares of Waste Management worth $63K as of Q3 2026.
Centerpoint Advisors left its Waste Management share count unchanged in Q3 2026.
Waste Management made up 0.02% of Centerpoint Advisors's portfolio in Q3 2026, its #159 holding.
Centerpoint Advisors first reported a position in Waste Management in Q4 2018 and has held it in 24 quarters since.
Centerpoint Advisors's Waste Management position peaked at $87K in Q2 2024.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.