HF Advisory Group
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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
Q3 		$854K Sell
4,190
-56
-1% -$12.5K 0.25% 102
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

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
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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

HF Advisory Group's WM Position: Q3 2026 in Review

HF Advisory Group reduced its Waste Management (WM) stake by 1.3% in Q3 2026, selling an estimated $12.5K and leaving 4,190 shares worth $854K. The position accounts for 0.25% of the portfolio, ranked #102.

HF Advisory Group first reported a position in WM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.26M in Q1 2023. 813 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • HF Advisory Group held 4,190 shares of Waste Management worth $854K as of Q3 2026.
  • HF Advisory Group sold 56 Waste Management shares in Q3 2026, an estimated $12.5K.
  • Waste Management made up 0.25% of HF Advisory Group's portfolio in Q3 2026, its #102 holding.
  • HF Advisory Group first reported a position in Waste Management in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's Waste Management position peaked at $2.26M in Q1 2023.
  • 813 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.