EWP
WM icon

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
Q3 		$19.8K Sell
97
-13
-12% -$2.91K 0.01% 685
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

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's WM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Waste Management (WM) stake by 12% in Q3 2026, selling an estimated $2.91K and leaving 97 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #685.

Elevation Wealth Partners first reported a position in WM in Q4 2023 and has held it in 12 quarters since. The position peaked at $126K in Q1 2025. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Elevation Wealth Partners held 97 shares of Waste Management worth $19.8K as of Q3 2026.
  • Elevation Wealth Partners sold 13 Waste Management shares in Q3 2026, an estimated $2.91K.
  • Waste Management made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #685 holding.
  • Elevation Wealth Partners first reported a position in Waste Management in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Waste Management position peaked at $126K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.