GRWP
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Green Ridge Wealth Planning’s Waste Management WM Stock Holding History

Green Ridge Wealth Planning’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 		$353K Sell
1,730
-205
-11% -$45.9K 0.14% 61
2026
Q2 		$431K Sell
1,935
-11
-0.6% -$2.45K 0.18% 54
2026
Q1 		$447K Buy
1,946
+1
+0.1% +$230 0.24% 50
2025
Q4 		$427K Buy
+1,945
New +$415K 0.22% 53

Other funds holding WM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Green Ridge Wealth Planning's WM Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Waste Management (WM) stake by 11% in Q3 2026, selling an estimated $45.9K and leaving 1,730 shares worth $353K. The position accounts for 0.14% of the portfolio, ranked #61.

Green Ridge Wealth Planning first reported a position in WM in Q4 2025 and has held it in 4 quarters since. The position peaked at $447K in Q1 2026. 74 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Green Ridge Wealth Planning held 1,730 shares of Waste Management worth $353K as of Q3 2026.
  • Green Ridge Wealth Planning sold 205 Waste Management shares in Q3 2026, an estimated $45.9K.
  • Waste Management made up 0.14% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #61 holding.
  • Green Ridge Wealth Planning first reported a position in Waste Management in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Waste Management position peaked at $447K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.