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 Q3	$7.92K	Sell	35 -32	-48%	-$7.17K	﹤0.01%	283
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Holos Integrated Wealth's WM Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Waste Management (WM) stake by 48% in Q3 2026, selling an estimated $7.17K and leaving 35 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Holos Integrated Wealth first reported a position in WM in Q4 2024 and has held it in 8 quarters since. The position peaked at $42.8K in Q2 2025. 694 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Holos Integrated Wealth held 35 shares of Waste Management worth $7.92K as of Q3 2026.
Holos Integrated Wealth sold 32 Waste Management shares in Q3 2026, an estimated $7.17K.
Waste Management made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #283 holding.
Holos Integrated Wealth first reported a position in Waste Management in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Waste Management position peaked at $42.8K in Q2 2025.
694 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.