HIW
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Holos Integrated Wealth’s Waste Management WM Stock Holding History

Holos Integrated Wealth’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 		$15.9K Sell
67
-70
-51% -$15.6K 0.01% 228
2026
Q1 		$32K Sell
137
-45
-25% -$10.3K 0.02% 175
2025
Q4 		$39.7K Hold
182
– – 0.02% 130
2025
Q3 		$39.9K Hold
182
– – 0.02% 126
2025
Q2 		$42.8K Hold
182
– – 0.03% 119
2025
Q1 		$42.1K Hold
182
– – 0.03% 119
2024
Q4 		$36.7K Buy
+182
New +$39.1K 0.03% 121

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Holos Integrated Wealth's WM Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Waste Management (WM) stake by 51% in Q2 2026, selling an estimated $15.6K and leaving 67 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #228.

Holos Integrated Wealth first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.8K in Q2 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Holos Integrated Wealth held 67 shares of Waste Management worth $15.9K as of Q2 2026.
  • Holos Integrated Wealth sold 70 Waste Management shares in Q2 2026, an estimated $15.6K.
  • Waste Management made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #228 holding.
  • Holos Integrated Wealth first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Waste Management position peaked at $42.8K in Q2 2025.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.