Cove Private Wealth
WM icon

Cove Private Wealth’s Waste Management WM Stock Holding History

Cove Private Wealth’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 		$338K Buy
1,656
+4
+0.2% +$896 0.06% 172
2026
Q2 		$368K Buy
1,652
+535
+48% +$119K 0.07% 168
2026
Q1 		$257K Hold
1,117
– – 0.06% 166
2025
Q4 		$245K Hold
1,117
– – 0.07% 146
2025
Q3 		$247K Hold
1,117
– – 0.08% 143
2025
Q2 		$256K Buy
+1,117
New +$259K 0.09% 138

Other funds holding WM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cove Private Wealth's WM Position: Q3 2026 in Review

Cove Private Wealth increased its Waste Management (WM) stake by 0.24% in Q3 2026, buying an estimated $896 and bringing the position to 1,656 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #172.

Cove Private Wealth first reported a position in WM in Q2 2025 and has held it in 6 quarters since. The position peaked at $368K in Q2 2026. 1,627 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Cove Private Wealth held 1,656 shares of Waste Management worth $338K as of Q3 2026.
  • Cove Private Wealth bought 4 Waste Management shares in Q3 2026, an estimated $896.
  • Waste Management made up 0.06% of Cove Private Wealth's portfolio in Q3 2026, its #172 holding.
  • Cove Private Wealth first reported a position in Waste Management in Q2 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's Waste Management position peaked at $368K in Q2 2026.
  • 1,627 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.