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Everhart Financial Group’s Waste Management WM Stock Holding History

Everhart Financial Group’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 		$261K Sell
1,169
-20
-2% -$4.45K 0.02% 413
2026
Q1 		$273K Sell
1,189
-1,100
-48% -$253K 0.02% 374
2025
Q4 		$503K Buy
+2,289
New +$488K 0.05% 261

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Wealth Enhancement Advisory Services
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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

Everhart Financial Group's WM Position: Q2 2026 in Review

Everhart Financial Group reduced its Waste Management (WM) stake by 1.7% in Q2 2026, selling an estimated $4.45K and leaving 1,169 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #413.

Everhart Financial Group first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $503K in Q4 2025. 458 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Everhart Financial Group held 1,169 shares of Waste Management worth $261K as of Q2 2026.
  • Everhart Financial Group sold 20 Waste Management shares in Q2 2026, an estimated $4.45K.
  • Waste Management made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #413 holding.
  • Everhart Financial Group first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Everhart Financial Group's Waste Management position peaked at $503K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.