Mindset Wealth Management’s Waste Management WM Stock Holding History

Mindset Wealth Management’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	$424K	Sell	2,077 -105	-5%	-$23.5K	0.08%	108
2026 Q2	$486K	Buy	2,182 +609	+39%	+$135K	0.09%	101
2026 Q1	$361K	Buy	1,573 +306	+24%	+$70.3K	0.1%	108
2025 Q4	$278K	Buy	1,267 +2	+0.2%	+$426	0.07%	142
2025 Q3	$279K	Buy	1,265 +106	+9%	+$23.9K	0.08%	128
2025 Q2	$265K	Buy	1,159 +50	+5%	+$11.6K	0.09%	124
2025 Q1	$257K	Buy	+1,109	New	+$246K	0.1%	108

Other funds holding WM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Mindset Wealth Management's WM Position: Q3 2026 in Review

Mindset Wealth Management reduced its Waste Management (WM) stake by 4.8% in Q3 2026, selling an estimated $23.5K and leaving 2,077 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #108.

Mindset Wealth Management first reported a position in WM in Q1 2025 and has held it in 7 quarters since. The position peaked at $486K in Q2 2026. 501 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Mindset Wealth Management held 2,077 shares of Waste Management worth $424K as of Q3 2026.
Mindset Wealth Management sold 105 Waste Management shares in Q3 2026, an estimated $23.5K.
Waste Management made up 0.08% of Mindset Wealth Management's portfolio in Q3 2026, its #108 holding.
Mindset Wealth Management first reported a position in Waste Management in Q1 2025 and has held it in 7 quarters since.
Mindset Wealth Management's Waste Management position peaked at $486K in Q2 2026.
501 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.