Financial Network Wealth Advisors
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Financial Network Wealth Advisors’s Waste Management WM Stock Holding History

Financial Network Wealth 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 		$26.1K Sell
128
-8
-6% -$1.79K 0.03% 393
2026
Q2 		$30.3K Buy
136
+13
+11% +$2.89K 0.03% 357
2026
Q1 		$28.3K Sell
123
-9
-7% -$2.07K 0.03% 346
2025
Q4 		$29K Buy
132
+47
+55% +$10K 0.03% 340
2025
Q3 		$18.8K Buy
85
+42
+98% +$9.46K 0.02% 380
2025
Q2 		$9.8K Hold
43
– – 0.01% 440
2025
Q1 		$10K Buy
43
+26
+153% +$5.76K 0.01% 419
2024
Q4 		$3.43K Sell
17
-147
-90% -$31.6K 0.01% 377
2024
Q3 		$34K Buy
164
+72
+78% +$15K 0.03% 318
2024
Q2 		$19.6K Buy
+92
New +$19.1K 0.01% 407

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Financial Network Wealth Advisors's WM Position: Q3 2026 in Review

Financial Network Wealth Advisors reduced its Waste Management (WM) stake by 5.9% in Q3 2026, selling an estimated $1.79K and leaving 128 shares worth $26.1K. The position accounts for 0.03% of the portfolio, ranked #393.

Financial Network Wealth Advisors first reported a position in WM in Q2 2024 and has held it in 10 quarters since. The position peaked at $34K in Q3 2024. 1,363 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Financial Network Wealth Advisors held 128 shares of Waste Management worth $26.1K as of Q3 2026.
  • Financial Network Wealth Advisors sold 8 Waste Management shares in Q3 2026, an estimated $1.79K.
  • Waste Management made up 0.03% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #393 holding.
  • Financial Network Wealth Advisors first reported a position in Waste Management in Q2 2024 and has held it in 10 quarters since.
  • Financial Network Wealth Advisors's Waste Management position peaked at $34K in Q3 2024.
  • 1,363 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.