Intrua Financial
WM icon

Intrua Financial’s Waste Management WM Stock Holding History

Intrua Financial’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 		$544K Sell
2,667
-2
-0.1% -$448 0.05% 245
2026
Q2 		$595K Sell
2,669
-330
-11% -$73.4K 0.05% 255
2026
Q1 		$689K Sell
2,999
-101
-3% -$23.2K 0.07% 199
2025
Q4 		$681K Sell
3,100
-16
-0.5% -$3.41K 0.07% 198
2025
Q3 		$688K Buy
3,116
+525
+20% +$118K 0.07% 200
2025
Q2 		$593K Buy
2,591
+52
+2% +$12.1K 0.08% 181
2025
Q1 		$588K Sell
2,539
-83
-3% -$18.4K 0.09% 172
2024
Q4 		$529K Buy
2,622
+233
+10% +$50K 0.08% 186
2024
Q3 		$496K Buy
2,389
+8
+0.3% +$1.67K 0.07% 220
2024
Q2 		$508K Buy
2,381
+106
+5% +$22K 0.08% 227
2024
Q1 		$485K Sell
2,275
-49
-2% -$9.6K 0.07% 247
2023
Q4 		$416K Sell
2,324
-19
-0.8% -$3.19K 0.06% 253
2023
Q3 		$357K Sell
2,343
-347
-13% -$56.1K 0.06% 247
2023
Q2 		$466K Buy
2,690
+668
+33% +$110K 0.08% 210
2023
Q1 		$342K Sell
2,022
-29
-1% -$4.44K 0.07% 232
2022
Q4 		$309K Buy
2,051
+4
+0.2% +$644 0.07% 252
2022
Q3 		$328K Sell
2,047
-445
-18% -$73.5K 0.09% 216
2022
Q2 		$381K Sell
2,492
-122
-5% -$19.1K 0.08% 252
2022
Q1 		$414K Sell
2,614
-86
-3% -$13K 0.07% 257
2021
Q4 		$451K Sell
2,700
-93
-3% -$15K 0.08% 233
2021
Q3 		$433K Buy
2,793
+148
+6% +$22.1K 0.08% 232
2021
Q2 		$394K Sell
2,645
-116
-4% -$16K 0.09% 189
2021
Q1 		$373K Buy
+2,761
New +$323K 0.09% 198

Other funds holding WM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Intrua Financial's WM Position: Q3 2026 in Review

Intrua Financial reduced its Waste Management (WM) stake by 0.07% in Q3 2026, selling an estimated $448 and leaving 2,667 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #245.

Intrua Financial first reported a position in WM in Q1 2021 and has held it in 23 quarters since. The position peaked at $689K in Q1 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Intrua Financial held 2,667 shares of Waste Management worth $544K as of Q3 2026.
  • Intrua Financial sold 2 Waste Management shares in Q3 2026, an estimated $448.
  • Waste Management made up 0.05% of Intrua Financial's portfolio in Q3 2026, its #245 holding.
  • Intrua Financial first reported a position in Waste Management in Q1 2021 and has held it in 23 quarters since.
  • Intrua Financial's Waste Management position peaked at $689K in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Intrua Financial's 13F filing for Q3 2026, filed 28 Oct 2026.