Insigneo Advisory Services’s Waste Management WM Stock Holding History

Insigneo Advisory Services’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	$787K	Sell	3,426 -932	-21%	-$214K	0.06%	261
2025 Q4	$958K	Buy	4,358 +1,497	+52%	+$319K	0.07%	219
2025 Q3	$632K	Sell	2,861 -342	-11%	-$77K	0.04%	310
2025 Q2	$733K	Sell	3,203 -1,665	-34%	-$386K	0.06%	240
2025 Q1	$1.13M	Buy	4,868 +1,364	+39%	+$302K	0.12%	158
2024 Q4	$707K	Sell	3,504 -87	-2%	-$18.7K	0.07%	220
2024 Q3	$745K	Buy	3,591 +230	+7%	+$48K	0.08%	222
2024 Q2	$677K	Buy	3,361 +391	+13%	+$81.3K	0.08%	228
2024 Q1	$633K	Buy	2,970 +470	+19%	+$92.4K	0.08%	220
2023 Q4	$448K	Buy	2,500 +223	+10%	+$37.4K	0.06%	258
2023 Q3	$347K	Buy	2,277 +188	+9%	+$30.4K	0.07%	256
2023 Q2	$362K	Buy	+2,089	New	+$345K	0.07%	246
2023 Q1	–	Sell	-1,973	Closed	-$310K	–	298
2022 Q4	$310K	Buy	+1,973	New	+$317K	0.12%	185

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Insigneo Advisory Services's WM Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Waste Management (WM) stake by 21% in Q1 2026, selling an estimated $214K and leaving 3,426 shares worth $787K. The position accounts for 0.06% of the portfolio, ranked #261.

Insigneo Advisory Services first reported a position in WM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Insigneo Advisory Services held 3,426 shares of Waste Management worth $787K as of Q1 2026.
Insigneo Advisory Services sold 932 Waste Management shares in Q1 2026, an estimated $214K.
Waste Management made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #261 holding.
Insigneo Advisory Services first reported a position in Waste Management in Q4 2022 and has held it in 13 quarters since.
Insigneo Advisory Services's Waste Management position peaked at $1.13M in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.