Finivi Inc
WM icon

Finivi Inc’s Waste Management WM Stock Holding History

Finivi Inc’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 		$843K Buy
4,132
+167
+4% +$37.4K 0.4% 57
2026
Q2 		$884K Buy
3,965
+196
+5% +$43.6K 0.45% 53
2026
Q1 		$866K Buy
3,769
+445
+13% +$102K 0.47% 50
2025
Q4 		$730K Sell
3,324
-98
-3% -$20.9K 0.42% 55
2025
Q3 		$756K Buy
3,422
+7
+0.2% +$1.58K 0.48% 51
2025
Q2 		$781K Buy
+3,415
New +$792K 0.53% 49

Other funds holding WM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Finivi Inc's WM Position: Q3 2026 in Review

Finivi Inc increased its Waste Management (WM) stake by 4.2% in Q3 2026, buying an estimated $37.4K and bringing the position to 4,132 shares worth $843K. The position accounts for 0.4% of the portfolio, ranked #57.

Finivi Inc first reported a position in WM in Q2 2025 and has held it in 6 quarters since. The position peaked at $884K in Q2 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Finivi Inc held 4,132 shares of Waste Management worth $843K as of Q3 2026.
  • Finivi Inc bought 167 Waste Management shares in Q3 2026, an estimated $37.4K.
  • Waste Management made up 0.4% of Finivi Inc's portfolio in Q3 2026, its #57 holding.
  • Finivi Inc first reported a position in Waste Management in Q2 2025 and has held it in 6 quarters since.
  • Finivi Inc's Waste Management position peaked at $884K in Q2 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Finivi Inc's 13F filing for Q3 2026, filed 13 Oct 2026.