Centurion Wealth Management’s Waste Management WM Stock Holding History

Centurion 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	$544K	Sell	2,443 -56	-2%	-$12.5K	0.13%	148
2026 Q1	$574K	Hold	2,499	–	–	0.13%	146
2025 Q4	$549K	Hold	2,499	–	–	0.12%	150
2025 Q3	$552K	Buy	2,499 +1,500	+150%	+$338K	0.13%	144
2025 Q2	$229K	Buy	+999	New	+$232K	0.07%	211
2024 Q4	–	Sell	-989	Closed	-$205K	–	229
2024 Q3	$205K	Buy	+989	New	+$206K	0.07%	206
2024 Q1	$211K	Sell	989 -359	-27%	-$70.5K	0.08%	174
2023 Q4	$241K	Hold	1,348	–	–	0.1%	145
2023 Q3	$205K	Hold	1,348	–	–	0.1%	142
2023 Q2	$234K	Hold	1,348	–	–	0.11%	134
2023 Q1	$220K	Hold	1,348	–	–	0.11%	135
2022 Q4	$211K	Buy	+1,348	New	+$217K	0.12%	141

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

PNC

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Centurion Wealth Management's WM Position: Q2 2026 in Review

Centurion Wealth Management reduced its Waste Management (WM) stake by 2.2% in Q2 2026, selling an estimated $12.5K and leaving 2,443 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #148.

Centurion Wealth Management first reported a position in WM in Q4 2022 and has held it in 12 quarters since. The position peaked at $574K in Q1 2026. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Centurion Wealth Management held 2,443 shares of Waste Management worth $544K as of Q2 2026.
Centurion Wealth Management sold 56 Waste Management shares in Q2 2026, an estimated $12.5K.
Waste Management made up 0.13% of Centurion Wealth Management's portfolio in Q2 2026, its #148 holding.
Centurion Wealth Management first reported a position in Waste Management in Q4 2022 and has held it in 12 quarters since.
Centurion Wealth Management's Waste Management position peaked at $574K in Q1 2026.
396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.