Kestra Advisory Services’s Waste Management WM Stock Holding History

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

Kestra Advisory Services's WM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Waste Management (WM) stake by 22% in Q2 2026, selling an estimated $7.42M and leaving 120,115 shares worth $26.8M. The position accounts for 0.09% of the portfolio, ranked #243.

Kestra Advisory Services first reported a position in WM in Q3 2020 and has held it in 24 quarters since. The position peaked at $35.3M in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Kestra Advisory Services held 120,115 shares of Waste Management worth $26.8M as of Q2 2026.
  • Kestra Advisory Services sold 33,346 Waste Management shares in Q2 2026, an estimated $7.42M.
  • Waste Management made up 0.09% of Kestra Advisory Services's portfolio in Q2 2026, its #243 holding.
  • Kestra Advisory Services first reported a position in Waste Management in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Waste Management position peaked at $35.3M in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.