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 Q3	$249K	Buy	+1,220	New	+$273K	0.02%	478
2026 Q2	–	Sell	-4,306	Closed	-$989K	–	267
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Curated Wealth Partners's WM Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Waste Management (WM) in Q3 2026: 1,220 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in WM as recently as Q1 2026.

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. 943 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Curated Wealth Partners held 1,220 shares of Waste Management worth $249K as of Q3 2026.
Waste Management was a new Curated Wealth Partners position in Q3 2026.
Waste Management made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #478 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.
943 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.