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Essential Partners’s Waste Management WM Stock Holding History

Essential 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 		$16.7K Hold
82
– – 0.01% 977
2026
Q2 		$18.3K Sell
82
-13
-14% -$2.89K 0.01% 940
2026
Q1 		$21.8K Buy
95
+30
+46% +$6.89K 0.01% 892
2025
Q4 		$14.3K Sell
65
-1
-2% -$213 ﹤0.01% 1035
2025
Q3 		$14.6K Buy
66
+13
+25% +$2.93K ﹤0.01% 1020
2025
Q2 		$12.1K Buy
+53
New +$12.3K ﹤0.01% 795

Other funds holding WM

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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Essential Partners's WM Position: Q3 2026 in Review

Essential Partners held its Waste Management (WM) position steady in Q3 2026 at 82 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #977.

Essential Partners first reported a position in WM in Q2 2025 and has held it in 6 quarters since. The position peaked at $21.8K in Q1 2026. 384 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Essential Partners held 82 shares of Waste Management worth $16.7K as of Q3 2026.
  • Essential Partners left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up 0.01% of Essential Partners's portfolio in Q3 2026, its #977 holding.
  • Essential Partners first reported a position in Waste Management in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Waste Management position peaked at $21.8K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.