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 Q3	$519K	Buy	2,545 +102	+4%	+$22.8K	0.13%	149
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%	-$70.6K	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

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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Centurion Wealth Management's WM Position: Q3 2026 in Review

Centurion Wealth Management increased its Waste Management (WM) stake by 4.2% in Q3 2026, buying an estimated $22.8K and bringing the position to 2,545 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #149.

Centurion Wealth Management first reported a position in WM in Q4 2022 and has held it in 13 quarters since. The position peaked at $574K in Q1 2026. 501 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Centurion Wealth Management held 2,545 shares of Waste Management worth $519K as of Q3 2026.
Centurion Wealth Management bought 102 Waste Management shares in Q3 2026, an estimated $22.8K.
Waste Management made up 0.13% of Centurion Wealth Management's portfolio in Q3 2026, its #149 holding.
Centurion Wealth Management first reported a position in Waste Management in Q4 2022 and has held it in 13 quarters since.
Centurion Wealth Management's Waste Management position peaked at $574K in Q1 2026.
501 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.