Gratus Wealth Advisors’s Waste Management WM Stock Holding History

Gratus 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	–	Sell	-1,268	Closed	-$283K	–	144
2026 Q2	$283K	Hold	1,268	–	–	0.04%	119
2026 Q1	$291K	Buy	1,268 +268	+27%	+$61.6K	0.04%	117
2025 Q4	$220K	Hold	1,000	–	–	0.03%	124
2025 Q3	$221K	Hold	1,000	–	–	0.03%	127
2025 Q2	$229K	Hold	1,000	–	–	0.03%	124
2025 Q1	$232K	Hold	1,000	–	–	0.04%	120
2024 Q4	$202K	Hold	1,000	–	–	0.03%	127
2024 Q3	$205K	Sell	1,000 -43	-4%	-$8.97K	0.03%	133
2024 Q2	$232K	Buy	1,043 +43	+4%	+$8.94K	0.04%	126
2024 Q1	$205K	Buy	+1,000	New	+$197K	0.04%	132

Other funds holding WM

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gratus Wealth Advisors's WM Position: Q3 2026 in Review

Gratus Wealth Advisors sold out of Waste Management (WM) in Q3 2026, closing a stake of 1,268 shares — an estimated $283K sold.

Gratus Wealth Advisors first reported a position in WM in Q1 2024 and held it in 10 quarters. The position peaked at $291K in Q1 2026. 1,221 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Gratus Wealth Advisors reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 1,268 Waste Management shares in Q3 2026, an estimated $283K.
Gratus Wealth Advisors first reported a position in Waste Management in Q1 2024 and held it in 10 quarters.
Gratus Wealth Advisors's Waste Management position peaked at $291K in Q1 2026.
1,221 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.