Great Diamond Partners
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Great Diamond Partners’s Waste Management WM Stock Holding History

Great Diamond Partners’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 		$4.43M Buy
21,748
+288
+1% +$64.5K 0.74% 32
2026
Q2 		$4.78M Buy
21,460
+268
+1% +$59.6K 0.82% 30
2026
Q1 		$4.87M Buy
21,192
+587
+3% +$135K 0.94% 25
2025
Q4 		$4.53M Buy
20,605
+342
+2% +$72.9K 0.87% 25
2025
Q3 		$4.47M Buy
20,263
+1,984
+11% +$447K 0.87% 23
2025
Q2 		$4.18M Buy
18,279
+341
+2% +$79.1K 0.88% 23
2025
Q1 		$4.15M Sell
17,938
-741
-4% -$164K 1.14% 18
2024
Q4 		$3.77M Buy
18,679
+42
+0.2% +$9.02K 0.97% 24
2024
Q3 		$3.87M Sell
18,637
-3,217
-15% -$671K 0.98% 26
2024
Q2 		$4.66M Sell
21,854
-247
-1% -$51.3K 1.1% 23
2024
Q1 		$4.71M Buy
22,101
+131
+0.6% +$25.7K 1.08% 21
2023
Q4 		$3.93M Buy
21,970
+77
+0.4% +$12.9K 0.97% 24
2023
Q3 		$3.34M Buy
21,893
+36
+0.2% +$5.82K 0.9% 25
2023
Q2 		$3.79M Sell
21,857
-298
-1% -$49.3K 1% 21
2023
Q1 		$3.62M Sell
22,155
-1,654
-7% -$253K 1.05% 23
2022
Q4 		$3.74M Sell
23,809
-86
-0.4% -$13.8K 1.15% 27
2022
Q3 		$3.83M Buy
23,895
+247
+1% +$40.8K 1.31% 20
2022
Q2 		$3.62M Buy
23,648
+440
+2% +$68.9K 1.2% 20
2022
Q1 		$3.68M Sell
23,208
-636
-3% -$96.4K 1.02% 26
2021
Q4 		$3.98M Buy
23,844
+525
+2% +$84.4K 1.02% 23
2021
Q3 		$3.48M Buy
23,319
+468
+2% +$70K 0.95% 28
2021
Q2 		$3.2M Buy
22,851
+844
+4% +$117K 0.91% 30
2021
Q1 		$2.84M Sell
22,007
-1,352
-6% -$158K 0.87% 31
2020
Q4 		$2.75M Buy
23,359
+1,049
+5% +$122K 0.88% 31
2020
Q3 		$2.52M Buy
22,310
+1,127
+5% +$125K 0.93% 31
2020
Q2 		$2.24M Buy
21,183
+45
+0.2% +$4.54K 0.93% 33
2020
Q1 		$1.96M Buy
21,138
+4,326
+26% +$496K 1.01% 29
2019
Q4 		$1.92M Buy
+16,812
New +$1.9M 0.73% 34

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Diamond Partners's WM Position: Q3 2026 in Review

Great Diamond Partners increased its Waste Management (WM) stake by 1.3% in Q3 2026, buying an estimated $64.5K and bringing the position to 21,748 shares worth $4.43M. The position accounts for 0.74% of the portfolio, ranked #32.

Great Diamond Partners first reported a position in WM in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.87M in Q1 2026. 1,001 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Great Diamond Partners held 21,748 shares of Waste Management worth $4.43M as of Q3 2026.
  • Great Diamond Partners bought 288 Waste Management shares in Q3 2026, an estimated $64.5K.
  • Waste Management made up 0.74% of Great Diamond Partners's portfolio in Q3 2026, its #32 holding.
  • Great Diamond Partners first reported a position in Waste Management in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Waste Management position peaked at $4.87M in Q1 2026.
  • 1,001 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.