DAS
WM icon

Dynamic Advisor Solutions’s Waste Management WM Stock Holding History

Dynamic Advisor Solutions’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 		$3.82M Sell
17,157
-1,231
-7% -$274K 0.11% 201
2026
Q1 		$4.23M Sell
18,388
-116
-0.6% -$26.7K 0.13% 176
2025
Q4 		$4.07M Sell
18,504
-534
-3% -$114K 0.13% 176
2025
Q3 		$4.2M Buy
19,038
+189
+1% +$42.6K 0.12% 190
2025
Q2 		$4.31M Sell
18,849
-335
-2% -$77.7K 0.13% 183
2025
Q1 		$4.44M Buy
+19,184
New +$4.25M 0.15% 169
2024
Q4 		– Sell
-19,945
Closed -$4.14M – 927
2024
Q3 		$4.14M Buy
19,945
+137
+0.7% +$28.6K 0.12% 194
2024
Q2 		$4.23M Buy
19,808
+998
+5% +$207K 0.13% 187
2024
Q1 		$4.01M Buy
18,810
+1,399
+8% +$275K 0.14% 191
2023
Q4 		$3.1M Buy
17,411
+1,460
+9% +$245K 0.12% 220
2023
Q3 		$2.43M Sell
15,951
-1,124
-7% -$182K 0.11% 203
2023
Q2 		$2.96M Buy
17,075
+510
+3% +$84.3K 0.15% 171
2023
Q1 		$2.7M Buy
16,565
+576
+4% +$88.2K 0.16% 167
2022
Q4 		$2.51M Buy
15,989
+2,705
+20% +$435K 0.17% 147
2022
Q3 		$2.13M Sell
13,284
-260
-2% -$42.9K 0.16% 147
2022
Q2 		$2.07M Buy
13,544
+539
+4% +$84.4K 0.16% 149
2022
Q1 		$2.06M Buy
13,005
+21
+0.2% +$3.18K 0.14% 159
2021
Q4 		$2.17M Sell
12,984
-535
-4% -$86K 0.15% 154
2021
Q3 		$2.02M Sell
13,519
-121
-0.9% -$18.1K 0.15% 168
2021
Q2 		$1.91M Buy
13,640
+306
+2% +$42.3K 0.15% 166
2021
Q1 		$1.72M Buy
13,334
+5,531
+71% +$646K 0.16% 160
2020
Q4 		$920K Buy
7,803
+687
+10% +$80.1K 0.09% 252
2020
Q3 		$805K Sell
7,116
-75
-1% -$8.29K 0.09% 242
2020
Q2 		$762K Buy
7,191
+34
+0.5% +$3.43K 0.1% 219
2020
Q1 		$662K Sell
7,157
-1,110
-13% -$127K 0.12% 200
2019
Q4 		$942K Sell
8,267
-357
-4% -$40.3K 0.13% 197
2019
Q3 		$992K Buy
8,624
+28
+0.3% +$3.27K 0.15% 165
2019
Q2 		$992K Buy
8,596
+277
+3% +$30.1K 0.16% 163
2019
Q1 		$864K Buy
8,319
+460
+6% +$44.9K 0.16% 145
2018
Q4 		$746K Buy
7,859
+285
+4% +$25.6K 0.16% 150
2018
Q3 		$684K Buy
7,574
+508
+7% +$45K 0.14% 178
2018
Q2 		$575K Buy
7,066
+3,149
+80% +$261K 0.13% 190
2018
Q1 		$329K Buy
+3,917
New +$336K 0.08% 242

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dynamic Advisor Solutions's WM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Waste Management (WM) stake by 6.7% in Q2 2026, selling an estimated $274K and leaving 17,157 shares worth $3.82M. The position accounts for 0.11% of the portfolio, ranked #201.

Dynamic Advisor Solutions first reported a position in WM in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.44M in Q1 2025. 458 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Dynamic Advisor Solutions held 17,157 shares of Waste Management worth $3.82M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,231 Waste Management shares in Q2 2026, an estimated $274K.
  • Waste Management made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #201 holding.
  • Dynamic Advisor Solutions first reported a position in Waste Management in Q1 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Waste Management position peaked at $4.44M in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.