DecisionPoint Financial’s Waste Management WM Stock Holding History

DecisionPoint Financial’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	$215K	Buy	1,063 +1,038	+4,152%	+$233K	0.04%	63
2026 Q2	$5.6K	Sell	25 -4	-14%	-$890	﹤0.01%	231
2026 Q1	$6.66K	Hold	29	–	–	﹤0.01%	205
2025 Q4	$6.37K	Hold	29	–	–	﹤0.01%	226
2025 Q3	$6.38K	Hold	29	–	–	﹤0.01%	159
2025 Q2	$6.64K	Buy	29 +9	+45%	+$2.09K	﹤0.01%	165
2025 Q1	$4.63K	Hold	20	–	–	﹤0.01%	180
2024 Q4	$4.04K	Hold	20	–	–	﹤0.01%	196
2024 Q3	$4.15K	Hold	20	–	–	﹤0.01%	190
2024 Q2	$4.05K	Hold	20	–	–	﹤0.01%	189
2024 Q1	$4.2K	Hold	20	–	–	﹤0.01%	202
2023 Q4	$3.58K	Hold	20	–	–	﹤0.01%	159
2023 Q3	$3.05K	Hold	20	–	–	﹤0.01%	171
2023 Q2	$3.47K	Hold	20	–	–	﹤0.01%	149
2023 Q1	$3.26K	Hold	20	–	–	﹤0.01%	154
2022 Q4	$3.14K	Buy	+20	New	+$3.22K	﹤0.01%	129

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

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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

DecisionPoint Financial's WM Position: Q3 2026 in Review

DecisionPoint Financial increased its Waste Management (WM) stake by 4,152% in Q3 2026, buying an estimated $233K and bringing the position to 1,063 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #63.

DecisionPoint Financial first reported a position in WM in Q4 2022 and has held it in 16 quarters since. 813 funds tracked by Wall St. Rank hold WM as of Q3 2026.

DecisionPoint Financial held 1,063 shares of Waste Management worth $215K as of Q3 2026.
DecisionPoint Financial bought 1,038 Waste Management shares in Q3 2026, an estimated $233K.
Waste Management made up 0.04% of DecisionPoint Financial's portfolio in Q3 2026, its #63 holding.
DecisionPoint Financial first reported a position in Waste Management in Q4 2022 and has held it in 16 quarters since.
813 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.