Diversify Advisory Services’s Waste Management WM Stock Holding History

Diversify Advisory Services’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	$6.45M	Buy	+27,101	New	+$6.03M	0.11%	190
2026 Q1	–	Sell	-13,808	Closed	-$3.05M	–	866
2025 Q4	$3.05M	Sell	13,808 -1,678	-11%	-$358K	0.1%	161
2025 Q3	$3.05M	Sell	15,486 -1,470	-9%	-$331K	0.1%	155
2025 Q2	$3.95M	Buy	16,956 +8,086	+91%	+$1.88M	0.15%	103
2025 Q1	$2.03M	Buy	8,870 +346	+4%	+$76.6K	0.13%	122
2024 Q4	$1.77M	Buy	8,524 +482	+6%	+$104K	0.1%	149
2024 Q3	$1.7M	Sell	8,042 -665	-8%	-$139K	0.09%	181
2024 Q2	$1.83M	Buy	8,707 +124	+1%	+$25.8K	0.1%	169
2024 Q1	$1.83M	Buy	+8,583	New	+$1.69M	0.11%	160

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Diversify Advisory Services's WM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Waste Management (WM) in Q2 2026: 27,101 shares worth $6.45M. The stake represents 0.11% of the portfolio and ranks #190 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WM as recently as Q4 2025.

Diversify Advisory Services first reported a position in WM in Q1 2024 and has held it in 9 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Diversify Advisory Services held 27,101 shares of Waste Management worth $6.45M as of Q2 2026.
Waste Management was a new Diversify Advisory Services position in Q2 2026.
Waste Management made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #190 holding.
Diversify Advisory Services first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.