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Colonial River Investments’s Waste Management WM Stock Holding History

Colonial River Investments’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 		$323K Buy
1,451
+161
+12% +$35.8K 0.09% 189
2026
Q1 		$296K Sell
1,290
-155
-11% -$35.6K 0.11% 180
2025
Q4 		$317K Sell
1,445
-147
-9% -$31.3K 0.11% 175
2025
Q3 		$352K Buy
1,592
+185
+13% +$41.7K 0.13% 164
2025
Q2 		$317K Buy
1,407
+386
+38% +$89.5K 0.14% 157
2025
Q1 		$236K Sell
1,021
-3
-0.3% -$664 0.13% 170
2024
Q4 		$207K Sell
1,024
-12
-1% -$2.58K 0.1% 193
2024
Q3 		$215K Sell
1,036
-130
-11% -$27.1K 0.11% 201
2024
Q2 		$249K Buy
1,166
+165
+16% +$34.3K 0.13% 132
2024
Q1 		$213K Sell
1,001
-1,684
-63% -$331K 0.12% 156
2023
Q4 		$481K Buy
+2,685
New +$450K 0.29% 99
2023
Q3 		– Sell
-1,362
Closed -$236K – 182
2023
Q2 		$236K Sell
1,362
-386
-22% -$63.8K 0.16% 151
2023
Q1 		$285K Sell
1,748
-23
-1% -$3.52K 0.17% 143
2022
Q4 		$278K Buy
1,771
+229
+15% +$36.8K 0.18% 137
2022
Q3 		$247K Sell
1,542
-120
-7% -$19.8K 0.17% 142
2022
Q2 		$254K Sell
1,662
-1,468
-47% -$230K 0.17% 150
2022
Q1 		$496K Sell
3,130
-499
-14% -$75.6K 0.29% 101
2021
Q4 		$606K Sell
3,629
-9,913
-73% -$1.59M 0.33% 90
2021
Q3 		$2.13M Buy
13,542
+10,418
+333% +$1.56M 1.5% 24
2021
Q2 		$438K Buy
3,124
+129
+4% +$17.8K 0.31% 85
2021
Q1 		$386K Sell
2,995
-78
-3% -$9.12K 0.31% 88
2020
Q4 		$348 Buy
+3,073
New +$358K 0.16% 92

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Colonial River Investments's WM Position: Q2 2026 in Review

Colonial River Investments increased its Waste Management (WM) stake by 12% in Q2 2026, buying an estimated $35.8K and bringing the position to 1,451 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #189.

Colonial River Investments first reported a position in WM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.13M in Q3 2021. 1,113 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Colonial River Investments held 1,451 shares of Waste Management worth $323K as of Q2 2026.
  • Colonial River Investments bought 161 Waste Management shares in Q2 2026, an estimated $35.8K.
  • Waste Management made up 0.09% of Colonial River Investments's portfolio in Q2 2026, its #189 holding.
  • Colonial River Investments first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's Waste Management position peaked at $2.13M in Q3 2021.
  • 1,113 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.