High Net Worth Advisory Group’s Waste Management WM Stock Holding History

High Net Worth 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	$1.16M	Sell	5,208 -14	-0.3%	-$3.11K	0.25%	93
2026 Q1	$1.2M	Buy	5,222 +278	+6%	+$63.9K	0.28%	81
2025 Q4	$1.09M	Buy	4,944 +51	+1%	+$10.9K	0.25%	89
2025 Q3	$1.08M	Buy	4,893 +33	+0.7%	+$7.43K	0.26%	88
2025 Q2	$1.11M	Buy	4,860 +13	+0.3%	+$3.02K	0.29%	76
2025 Q1	$1.12M	Sell	4,847 -265	-5%	-$58.7K	0.32%	75
2024 Q4	$1.03M	Sell	5,112 -200	-4%	-$43K	0.29%	77
2024 Q3	$1.1M	Buy	5,312 +25	+0.5%	+$5.22K	0.3%	75
2024 Q2	$1.13M	Sell	5,287 -100	-2%	-$20.8K	0.34%	64
2024 Q1	$1.15M	Buy	5,387 +121	+2%	+$23.8K	0.36%	64
2023 Q4	$943K	Buy	5,266 +580	+12%	+$97.3K	0.35%	71
2023 Q3	$714K	Hold	4,686	–	–	0.29%	84
2023 Q2	$813K	Sell	4,686 -16	-0.3%	-$2.65K	0.32%	78
2023 Q1	$767K	Sell	4,702 -450	-9%	-$68.9K	0.31%	81
2022 Q4	$808K	Buy	5,152 +1,090	+27%	+$175K	0.31%	78
2022 Q3	$651K	Hold	4,062	–	–	0.28%	84
2022 Q2	$621K	Hold	4,062	–	–	0.26%	92
2022 Q1	$644K	Buy	4,062 +23	+0.6%	+$3.49K	0.23%	90
2021 Q4	$674K	Buy	+4,039	New	+$649K	0.24%	91

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

High Net Worth Advisory Group's WM Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Waste Management (WM) stake by 0.27% in Q2 2026, selling an estimated $3.11K and leaving 5,208 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #93.

High Net Worth Advisory Group first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

High Net Worth Advisory Group held 5,208 shares of Waste Management worth $1.16M as of Q2 2026.
High Net Worth Advisory Group sold 14 Waste Management shares in Q2 2026, an estimated $3.11K.
Waste Management made up 0.25% of High Net Worth Advisory Group's portfolio in Q2 2026, its #93 holding.
High Net Worth Advisory Group first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Waste Management position peaked at $1.2M in Q1 2026.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.