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Comprehensive Financial Consultants Institutional’s Waste Management WM Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.74M Buy
7,796
+374
+5% +$83.2K 0.46% 70
2026
Q1 		$1.71M Buy
7,422
+115
+2% +$26.4K 0.51% 72
2025
Q4 		$1.61M Buy
7,307
+125
+2% +$26.6K 0.48% 72
2025
Q3 		$1.59M Sell
7,182
-4
-0.1% -$901 0.49% 70
2025
Q2 		$1.64M Sell
7,186
-305
-4% -$70.8K 0.54% 67
2025
Q1 		$1.73M Sell
7,491
-185
-2% -$41K 0.62% 60
2024
Q4 		$1.55M Sell
7,676
-252
-3% -$54.1K 0.56% 68
2024
Q3 		$1.65M Sell
7,928
-114
-1% -$23.8K 0.6% 61
2024
Q2 		$1.72M Buy
8,042
+183
+2% +$38K 0.67% 57
2024
Q1 		$1.68M Sell
7,859
-83
-1% -$16.3K 0.7% 55
2023
Q4 		$1.42M Buy
7,942
+98
+1% +$16.4K 0.66% 64
2023
Q3 		$1.2M Sell
7,844
-56
-0.7% -$9.06K 0.63% 64
2023
Q2 		$1.33M Buy
7,900
+29
+0.4% +$4.79K 0.7% 57
2023
Q1 		$1.28M Buy
7,871
+294
+4% +$45K 0.73% 48
2022
Q4 		$1.16M Buy
7,577
+53
+0.7% +$8.53K 0.7% 50
2022
Q3 		$1.19M Buy
7,524
+246
+3% +$40.6K 0.78% 44
2022
Q2 		$1.1M Sell
7,278
-23
-0.3% -$3.6K 0.78% 41
2022
Q1 		$1.18M Sell
7,301
-116
-2% -$17.6K 0.82% 37
2021
Q4 		$1.08M Buy
+7,417
New +$1.19M 0.69% 43

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Waste Management (WM) stake by 5% in Q2 2026, buying an estimated $83.2K and bringing the position to 7,796 shares worth $1.74M. The position accounts for 0.46% of the portfolio, ranked #70.

Comprehensive Financial Consultants Institutional first reported a position in WM in Q4 2021 and has held it in 19 quarters since. 617 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 7,796 shares of Waste Management worth $1.74M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 374 Waste Management shares in Q2 2026, an estimated $83.2K.
  • Waste Management made up 0.46% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #70 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • 617 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.