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Kestra Advisory Services’s Waste Management WM Stock Holding History

Kestra 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
2024
Q4 		– Sell
-1,000
Closed -$208K – 2832
2024
Q3 		$208K Buy
+1,000
New +$209K ﹤0.01% 2347

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

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

Kestra Advisory Services increased its Waste Management (WM) stake by 14% in Q1 2026, buying an estimated $4.31M and bringing the position to 153,461 shares worth $35.3M. The position accounts for 0.13% of the portfolio, ranked #152.

Kestra Advisory Services first reported a position in WM in Q3 2020 and has held it in 23 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Kestra Advisory Services held 153,461 shares of Waste Management worth $35.3M as of Q1 2026.
  • Kestra Advisory Services bought 18,776 Waste Management shares in Q1 2026, an estimated $4.31M.
  • Waste Management made up 0.13% of Kestra Advisory Services's portfolio in Q1 2026, its #152 holding.
  • Kestra Advisory Services first reported a position in Waste Management in Q3 2020 and has held it in 23 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.