Cidel Asset Management’s Waste Management WM Stock Holding History

Cidel Asset 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	$16.6M	Buy	74,689 +4,398	+6%	+$978K	0.8%	40
2026 Q1	$16.2M	Buy	70,291 +68,641	+4,160%	+$15.8M	0.88%	35
2025 Q4	$363K	Hold	1,650	–	–	0.03%	247
2025 Q3	$364K	Hold	1,650	–	–	0.02%	246
2025 Q2	$378K	Buy	1,650 +53	+3%	+$12.3K	0.02%	233
2025 Q1	$370K	Hold	1,597	–	–	0.02%	220
2024 Q4	$322K	Hold	1,597	–	–	0.02%	242
2024 Q3	$332K	Sell	1,597 -58	-4%	-$12.1K	0.02%	242
2024 Q2	$353K	Hold	1,655	–	–	0.03%	225
2024 Q1	$353K	Sell	1,655 -40	-2%	-$7.86K	0.03%	232
2023 Q4	$304K	Buy	+1,695	New	+$284K	0.01%	248

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

Cidel Asset Management's WM Position: Q2 2026 in Review

Cidel Asset Management increased its Waste Management (WM) stake by 6.3% in Q2 2026, buying an estimated $978K and bringing the position to 74,689 shares worth $16.6M. The position accounts for 0.8% of the portfolio, ranked #40.

Cidel Asset Management first reported a position in WM in Q4 2023 and has held it in 11 quarters since. 550 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Cidel Asset Management held 74,689 shares of Waste Management worth $16.6M as of Q2 2026.
Cidel Asset Management bought 4,398 Waste Management shares in Q2 2026, an estimated $978K.
Waste Management made up 0.8% of Cidel Asset Management's portfolio in Q2 2026, its #40 holding.
Cidel Asset Management first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
550 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.