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Gladwyn Financial Advisors’s Waste Management WM Stock Holding History

Gladwyn Financial 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 		$56.5K Hold
254
– – 0.04% 59
2026
Q1 		$58.3K Hold
254
– – 0.04% 58
2025
Q4 		$55.7K Hold
254
– – 0.04% 57
2025
Q3 		$56K Buy
254
+1
+0.4% +$225 0.04% 58
2025
Q2 		$57.8K Buy
+253
New +$58.7K 0.04% 57

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Gladwyn Financial Advisors's WM Position: Q2 2026 in Review

Gladwyn Financial Advisors held its Waste Management (WM) position steady in Q2 2026 at 254 shares worth $56.5K. The position accounts for 0.04% of the portfolio, ranked #59.

Gladwyn Financial Advisors first reported a position in WM in Q2 2025 and has held it in 5 quarters since. The position peaked at $58.3K in Q1 2026. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Gladwyn Financial Advisors held 254 shares of Waste Management worth $56.5K as of Q2 2026.
  • Gladwyn Financial Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.04% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Gladwyn Financial Advisors first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • Gladwyn Financial Advisors's Waste Management position peaked at $58.3K in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.