Elevated Capital Advisors
WM icon

Elevated Capital Advisors’s Waste Management WM Stock Holding History

Elevated Capital Advisors’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 		$13.3K Hold
65
– – ﹤0.01% 430
2026
Q2 		$14.5K Sell
65
-11
-14% -$2.45K ﹤0.01% 448
2026
Q1 		$17.5K Sell
76
-36
-32% -$8.27K ﹤0.01% 413
2025
Q4 		$24.6K Buy
+112
New +$23.9K 0.01% 384

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Elevated Capital Advisors's WM Position: Q3 2026 in Review

Elevated Capital Advisors held its Waste Management (WM) position steady in Q3 2026 at 65 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Elevated Capital Advisors first reported a position in WM in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q4 2025. 1,443 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Elevated Capital Advisors held 65 shares of Waste Management worth $13.3K as of Q3 2026.
  • Elevated Capital Advisors left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #430 holding.
  • Elevated Capital Advisors first reported a position in Waste Management in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Waste Management position peaked at $24.6K in Q4 2025.
  • 1,443 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.