Central Valley Advisors’s Waste Management WM Stock Holding History

Central Valley 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	$529K	Hold	2,593	–	–	0.14%	102
2026 Q2	$578K	Hold	2,593	–	–	0.15%	112
2026 Q1	$596K	Sell	2,593 -186	-7%	-$42.7K	0.16%	102
2025 Q4	$611K	Hold	2,779	–	–	0.18%	91
2025 Q3	$614K	Sell	2,779 -133	-5%	-$30K	0.19%	88
2025 Q2	$666K	Hold	2,912	–	–	0.23%	73
2025 Q1	$674K	Sell	2,912 -2,800	-49%	-$620K	0.26%	70
2024 Q4	$1.15M	Buy	5,712 +2	+0%	+$430	0.52%	51
2024 Q3	$1.19M	Sell	5,710 -44	-0.8%	-$9.18K	0.67%	42
2024 Q2	$654K	Sell	5,754 -22	-0.4%	-$4.57K	0.28%	60
2024 Q1	$1.23M	Sell	5,776 -31	-0.5%	-$6.09K	0.64%	45
2023 Q4	$1.04M	Buy	+5,807	New	+$974K	0.61%	50

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

Central Valley Advisors's WM Position: Q3 2026 in Review

Central Valley Advisors held its Waste Management (WM) position steady in Q3 2026 at 2,593 shares worth $529K. The position accounts for 0.14% of the portfolio, ranked #102.

Central Valley Advisors first reported a position in WM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2024. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Central Valley Advisors held 2,593 shares of Waste Management worth $529K as of Q3 2026.
Central Valley Advisors left its Waste Management share count unchanged in Q3 2026.
Waste Management made up 0.14% of Central Valley Advisors's portfolio in Q3 2026, its #102 holding.
Central Valley Advisors first reported a position in Waste Management in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Waste Management position peaked at $1.23M in Q1 2024.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.