Elevation Wealth Partners’s Waste Management WM Stock Holding History

Elevation 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 Q2	$24.5K	Sell	110 -312	-74%	-$69.4K	0.01%	516
2026 Q1	$97K	Sell	422 -132	-24%	-$30.3K	0.03%	171
2025 Q4	$122K	Sell	554 -3	-0.5%	-$639	0.04%	155
2025 Q3	$123K	Buy	557 +13	+2%	+$2.93K	0.04%	155
2025 Q2	$125K	Hold	544	–	–	0.05%	150
2025 Q1	$126K	Sell	544 -18	-3%	-$3.99K	0.05%	142
2024 Q4	$113K	Buy	562 +62	+12%	+$13.3K	0.05%	154
2024 Q3	$104K	Hold	500	–	–	0.04%	160
2024 Q2	$107K	Hold	500	–	–	0.05%	152
2024 Q1	$107K	Sell	500 -275	-35%	-$54K	0.05%	154
2023 Q4	$118K	Buy	+775	New	+$130K	0.07%	137

Other funds holding WM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Elevation Wealth Partners's WM Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Waste Management (WM) stake by 74% in Q2 2026, selling an estimated $69.4K and leaving 110 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #516.

Elevation Wealth Partners first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $126K in Q1 2025. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Elevation Wealth Partners held 110 shares of Waste Management worth $24.5K as of Q2 2026.
Elevation Wealth Partners sold 312 Waste Management shares in Q2 2026, an estimated $69.4K.
Waste Management made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #516 holding.
Elevation Wealth Partners first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Waste Management position peaked at $126K in Q1 2025.
971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.