Curated Wealth Partners’s Waste Management WM Stock Holding History

Curated Wealth Partners’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	$961K	Buy	11,925 +7,619	+177%	+$1.69M	0.12%	143
2026 Q1	$989K	Sell	4,306 -1,457	-25%	-$335K	0.12%	68
2025 Q4	$1.27M	Buy	5,763 +769	+15%	+$164K	0.14%	54
2025 Q3	$1.1M	Buy	4,994 +847	+20%	+$191K	0.13%	57
2025 Q2	$949K	Sell	4,147 -52	-1%	-$12.1K	0.11%	60
2025 Q1	$972K	Sell	4,199 -15	-0.4%	-$3.32K	0.13%	54
2024 Q4	$850K	Buy	+4,214	New	+$905K	0.1%	58

Other funds holding WM

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Curated Wealth Partners's WM Position: Q2 2026 in Review

Curated Wealth Partners increased its Waste Management (WM) stake by 177% in Q2 2026, buying an estimated $1.69M and bringing the position to 11,925 shares worth $961K. The position accounts for 0.12% of the portfolio, ranked #143.

Curated Wealth Partners first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 815 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Curated Wealth Partners held 11,925 shares of Waste Management worth $961K as of Q2 2026.
Curated Wealth Partners bought 7,619 Waste Management shares in Q2 2026, an estimated $1.69M.
Waste Management made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #143 holding.
Curated Wealth Partners first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Curated Wealth Partners's Waste Management position peaked at $1.27M in Q4 2025.
815 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.