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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
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

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cove Private Wealth's WM Position: Q2 2026 in Review

Cove Private Wealth increased its Waste Management (WM) stake by 48% in Q2 2026, buying an estimated $119K and bringing the position to 1,652 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #168.

Cove Private Wealth first reported a position in WM in Q2 2025 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Cove Private Wealth held 1,652 shares of Waste Management worth $368K as of Q2 2026.
  • Cove Private Wealth bought 535 Waste Management shares in Q2 2026, an estimated $119K.
  • Waste Management made up 0.07% of Cove Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Cove Private Wealth first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.