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Fortis Group Advisors’s Waste Management WM Stock Holding History

Fortis Group 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
Q2 		$4.97M Buy
22,312
+15,155
+212% +$3.37M 0.79% 32
2026
Q1 		$1.66M Buy
7,157
+7,069
+8,033% +$1.62M 0.28% 96
2025
Q4 		$19.3K Hold
88
– – ﹤0.01% 347
2025
Q3 		$19.4K Hold
88
– – ﹤0.01% 299
2025
Q2 		$20.1K Buy
88
+38
+76% +$8.81K ﹤0.01% 288
2025
Q1 		$11.6K Hold
50
– – ﹤0.01% 293
2024
Q4 		$10.1K Hold
50
– – ﹤0.01% 306
2024
Q3 		$10.4K Hold
50
– – ﹤0.01% 299
2024
Q2 		$10.7K Hold
50
– – ﹤0.01% 294
2024
Q1 		$10.7K Sell
50
-50
-50% -$9.83K ﹤0.01% 313
2023
Q4 		$17.9K Buy
100
+50
+100% +$8.38K ﹤0.01% 247
2023
Q3 		$7.62K Buy
+50
New +$8.09K ﹤0.01% 246
2020
Q3 		$5K Buy
+50
New +$5.53K ﹤0.01% 346

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fortis Group Advisors's WM Position: Q2 2026 in Review

Fortis Group Advisors increased its Waste Management (WM) stake by 212% in Q2 2026, buying an estimated $3.37M and bringing the position to 22,312 shares worth $4.97M. The position accounts for 0.79% of the portfolio, ranked #32.

Fortis Group Advisors first reported a position in WM in Q3 2020 and has held it in 13 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Fortis Group Advisors held 22,312 shares of Waste Management worth $4.97M as of Q2 2026.
  • Fortis Group Advisors bought 15,155 Waste Management shares in Q2 2026, an estimated $3.37M.
  • Waste Management made up 0.79% of Fortis Group Advisors's portfolio in Q2 2026, its #32 holding.
  • Fortis Group Advisors first reported a position in Waste Management in Q3 2020 and has held it in 13 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.