McCarter Private Wealth Services
WM icon

McCarter Private Wealth Services’s Waste Management WM Stock Holding History

McCarter Private Wealth 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
Q3 		$208K Buy
1,020
+13
+1% +$2.91K 0.07% 178
2026
Q2 		$224K Sell
1,007
-673
-40% -$150K 0.08% 166
2026
Q1 		$386K Buy
1,680
+356
+27% +$81.8K 0.17% 109
2025
Q4 		$291K Buy
+1,324
New +$282K 0.13% 130

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

McCarter Private Wealth Services's WM Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Waste Management (WM) stake by 1.3% in Q3 2026, buying an estimated $2.91K and bringing the position to 1,020 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #178.

McCarter Private Wealth Services first reported a position in WM in Q4 2025 and has held it in 4 quarters since. The position peaked at $386K in Q1 2026. 694 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • McCarter Private Wealth Services held 1,020 shares of Waste Management worth $208K as of Q3 2026.
  • McCarter Private Wealth Services bought 13 Waste Management shares in Q3 2026, an estimated $2.91K.
  • Waste Management made up 0.07% of McCarter Private Wealth Services's portfolio in Q3 2026, its #178 holding.
  • McCarter Private Wealth Services first reported a position in Waste Management in Q4 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Waste Management position peaked at $386K in Q1 2026.
  • 694 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.