HNWAG
WM icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

High Net Worth Advisory Group's WM Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Waste Management (WM) stake by 5.6% in Q1 2026, buying an estimated $63.9K and bringing the position to 5,222 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #81.

High Net Worth Advisory Group first reported a position in WM in Q4 2021 and has held it in 18 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • High Net Worth Advisory Group held 5,222 shares of Waste Management worth $1.2M as of Q1 2026.
  • High Net Worth Advisory Group bought 278 Waste Management shares in Q1 2026, an estimated $63.9K.
  • Waste Management made up 0.28% of High Net Worth Advisory Group's portfolio in Q1 2026, its #81 holding.
  • High Net Worth Advisory Group first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.