Herold Advisors
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Herold Advisors’s Waste Management WM Stock Holding History

Herold 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 		$380K Sell
1,865
-172
-8% -$38.5K 0.07% 200
2026
Q2 		$453K Buy
2,037
+1
+0% +$222 0.09% 184
2026
Q1 		$468K Sell
2,036
-30
-1% -$6.89K 0.1% 180
2025
Q4 		$454K Buy
2,066
+1
+0% +$213 0.1% 177
2025
Q3 		$456K Sell
2,065
-770
-27% -$173K 0.11% 167
2025
Q2 		$649K Buy
2,835
+196
+7% +$45.5K 0.14% 161
2025
Q1 		$611K Hold
2,639
– – 0.13% 162
2024
Q4 		$533K Buy
2,639
+1
+0% +$215 0.12% 179
2024
Q3 		$548K Hold
2,638
– – 0.12% 181
2024
Q2 		$563K Hold
2,638
– – 0.13% 169
2024
Q1 		$562K Sell
2,638
-5,308
-67% -$1.04M 0.14% 164
2023
Q4 		$1.42M Hold
7,946
– – 0.39% 74
2023
Q3 		$1.21M Buy
7,946
+5,199
+189% +$841K 0.37% 79
2023
Q2 		$476K Buy
2,747
+1
+0% +$165 0.15% 156
2023
Q1 		$448K Sell
2,746
-11,027
-80% -$1.69M 0.15% 151
2022
Q4 		$2.16M Sell
13,773
-39
-0.3% -$6.28K 0.91% 30
2022
Q3 		$2.21M Buy
13,812
+105
+0.8% +$17.3K 1.06% 24
2022
Q2 		$2.1M Buy
13,707
+602
+5% +$94.3K 0.93% 30
2022
Q1 		$2.08M Buy
13,105
+10,815
+472% +$1.64M 0.74% 37
2021
Q4 		$382K Buy
2,290
+990
+76% +$159K 0.15% 146
2021
Q3 		$194K Buy
+1,300
New +$195K 0.08% 204

Other funds holding WM

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Herold Advisors's WM Position: Q3 2026 in Review

Herold Advisors reduced its Waste Management (WM) stake by 8.4% in Q3 2026, selling an estimated $38.5K and leaving 1,865 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #200.

Herold Advisors first reported a position in WM in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.21M in Q3 2022. 533 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Herold Advisors held 1,865 shares of Waste Management worth $380K as of Q3 2026.
  • Herold Advisors sold 172 Waste Management shares in Q3 2026, an estimated $38.5K.
  • Waste Management made up 0.07% of Herold Advisors's portfolio in Q3 2026, its #200 holding.
  • Herold Advisors first reported a position in Waste Management in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Waste Management position peaked at $2.21M in Q3 2022.
  • 533 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.