Connecticut Wealth Management’s Waste Management WM Stock Holding History

Connecticut 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 Q2	$622K	Sell	2,790 -19	-0.7%	-$4.23K	0.02%	213
2026 Q1	$646K	Sell	2,809 -35	-1%	-$8.04K	0.03%	201
2025 Q4	$625K	Sell	2,844 -47	-2%	-$10K	0.03%	205
2025 Q3	$638K	Sell	2,891 -143	-5%	-$32.2K	0.03%	201
2025 Q2	$694K	Sell	3,034 -8	-0.3%	-$1.86K	0.03%	190
2025 Q1	$704K	Sell	3,042 -149	-5%	-$33K	0.04%	183
2024 Q4	$644K	Buy	3,191 +523	+20%	+$112K	0.03%	168
2024 Q3	$554K	Buy	2,668 +405	+18%	+$84.5K	0.03%	207
2024 Q2	$483K	Buy	2,263 +151	+7%	+$31.4K	0.02%	217
2024 Q1	$450K	Sell	2,112 -173	-8%	-$34K	0.02%	223
2023 Q4	$409K	Buy	2,285 +875	+62%	+$147K	0.02%	228
2023 Q3	$215K	Buy	+1,410	New	+$228K	0.01%	278

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Connecticut Wealth Management's WM Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Waste Management (WM) stake by 0.68% in Q2 2026, selling an estimated $4.23K and leaving 2,790 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #213.

Connecticut Wealth Management first reported a position in WM in Q3 2023 and has held it in 12 quarters since. The position peaked at $704K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Connecticut Wealth Management held 2,790 shares of Waste Management worth $622K as of Q2 2026.
Connecticut Wealth Management sold 19 Waste Management shares in Q2 2026, an estimated $4.23K.
Waste Management made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #213 holding.
Connecticut Wealth Management first reported a position in Waste Management in Q3 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's Waste Management position peaked at $704K in Q1 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.