HF Advisory Group’s Waste Management WM Stock Holding History

HF Advisory Group’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	$946K	Buy	4,246 +254	+6%	+$56.5K	0.29%	103
2026 Q1	$917K	Buy	3,992 +78	+2%	+$17.9K	0.31%	99
2025 Q4	$860K	Buy	3,914 +250	+7%	+$53.3K	0.3%	102
2025 Q3	$809K	Buy	3,664 +86	+2%	+$19.4K	0.3%	107
2025 Q2	$819K	Sell	3,578 -220	-6%	-$51K	0.32%	102
2025 Q1	$879K	Sell	3,798 -69	-2%	-$15.3K	0.38%	98
2024 Q4	$780K	Sell	3,867 -6	-0.2%	-$1.29K	0.36%	96
2024 Q3	$804K	Sell	3,873 -41	-1%	-$8.55K	0.37%	97
2024 Q2	$835K	Sell	3,914 -155	-4%	-$32.2K	0.43%	82
2024 Q1	$868K	Sell	4,069 -95	-2%	-$18.7K	0.49%	74
2023 Q4	$746K	Sell	4,164 -126	-3%	-$21.1K	0.48%	77
2023 Q3	$655K	Buy	4,290 +124	+3%	+$20.1K	0.49%	75
2023 Q2	$722K	Sell	4,166 -9,691	-70%	-$1.6M	0.57%	64
2023 Q1	$2.26M	Buy	13,857 +2,531	+22%	+$388K	2.01%	9
2022 Q4	$1.78M	Buy	+11,326	New	+$1.82M	1.8%	12

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HF Advisory Group's WM Position: Q2 2026 in Review

HF Advisory Group increased its Waste Management (WM) stake by 6.4% in Q2 2026, buying an estimated $56.5K and bringing the position to 4,246 shares worth $946K. The position accounts for 0.29% of the portfolio, ranked #103.

HF Advisory Group first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2023. 640 funds tracked by Wall St. Rank hold WM as of Q2 2026.

HF Advisory Group held 4,246 shares of Waste Management worth $946K as of Q2 2026.
HF Advisory Group bought 254 Waste Management shares in Q2 2026, an estimated $56.5K.
Waste Management made up 0.29% of HF Advisory Group's portfolio in Q2 2026, its #103 holding.
HF Advisory Group first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
HF Advisory Group's Waste Management position peaked at $2.26M in Q1 2023.
640 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.