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Clune & Associates’s Waste Management WM Stock Holding History

Clune & Associates’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 		– Sell
-2,458
Closed -$548K – 177
2026
Q2 		$548K Hold
2,458
– – 0.08% 112
2026
Q1 		$565K Hold
2,458
– – 0.11% 110
2025
Q4 		$540K Hold
2,458
– – 0.12% 113
2025
Q3 		$543K Hold
2,458
– – 0.14% 104
2025
Q2 		$562K Sell
2,458
-2
-0.1% -$464 0.15% 105
2025
Q1 		$570K Sell
2,460
-21
-0.8% -$4.65K 0.17% 97
2024
Q4 		$501K Buy
+2,481
New +$533K 0.17% 102

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Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Clune & Associates's WM Position: Q3 2026 in Review

Clune & Associates sold out of Waste Management (WM) in Q3 2026, closing a stake of 2,458 shares — an estimated $548K sold.

Clune & Associates first reported a position in WM in Q4 2024 and held it in 7 quarters. The position peaked at $570K in Q1 2025. 501 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Clune & Associates reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 2,458 Waste Management shares in Q3 2026, an estimated $548K.
  • Clune & Associates first reported a position in Waste Management in Q4 2024 and held it in 7 quarters.
  • Clune & Associates's Waste Management position peaked at $570K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.