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Henderson Brothers Financial Partners’s Waste Management WM Stock Holding History

Henderson Brothers Financial 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
Q2 		$265K Sell
1,189
-966
-45% -$215K 0.13% 65
2026
Q1 		$495K Buy
+2,155
New +$495K 0.13% 63
2025
Q1 		$229K Buy
+1,042
New +$231K 0.11% 67

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

Henderson Brothers Financial Partners's WM Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Waste Management (WM) stake by 45% in Q2 2026, selling an estimated $215K and leaving 1,189 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #65.

Henderson Brothers Financial Partners first reported a position in WM in Q1 2025 and has held it in 3 quarters since. The position peaked at $495K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Henderson Brothers Financial Partners held 1,189 shares of Waste Management worth $265K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 966 Waste Management shares in Q2 2026, an estimated $215K.
  • Waste Management made up 0.13% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #65 holding.
  • Henderson Brothers Financial Partners first reported a position in Waste Management in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Waste Management position peaked at $495K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.