MWM
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Modera Wealth Management’s Waste Management WM Stock Holding History

Modera 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
Q2 		$975K Sell
4,374
-142
-3% -$31.6K 0.01% 351
2026
Q1 		$1.04M Buy
4,516
+1,177
+35% +$270K 0.01% 324
2025
Q4 		$734K Buy
3,339
+122
+4% +$26K 0.01% 384
2025
Q3 		$710K Buy
3,217
+96
+3% +$21.6K 0.01% 393
2025
Q2 		$714K Sell
3,121
-24
-0.8% -$5.57K 0.01% 377
2025
Q1 		$728K Sell
3,145
-54
-2% -$12K 0.01% 369
2024
Q4 		$646K Buy
3,199
+461
+17% +$99K 0.01% 390
2024
Q3 		$568K Sell
2,738
-5
-0.2% -$1.04K 0.01% 388
2024
Q2 		$585K Sell
2,743
-19
-0.7% -$3.95K 0.01% 374
2024
Q1 		$589K Buy
2,762
+66
+2% +$13K 0.01% 370
2023
Q4 		$483K Sell
2,696
-281
-9% -$47.1K 0.01% 381
2023
Q3 		$454K Sell
2,977
-600
-17% -$97.1K 0.01% 374
2023
Q2 		$620K Buy
3,577
+1,548
+76% +$256K 0.01% 352
2023
Q1 		$331K Sell
2,029
-354
-15% -$54.2K 0.01% 272
2022
Q4 		$374K Buy
2,383
+296
+14% +$47.6K 0.02% 246
2022
Q3 		$334K Buy
2,087
+236
+13% +$39K 0.02% 230
2022
Q2 		$283K Sell
1,851
-20
-1% -$3.13K 0.01% 265
2022
Q1 		$297K Sell
1,871
-3,396
-64% -$515K 0.01% 284
2021
Q4 		$879K Buy
5,267
+3,837
+268% +$617K 0.03% 188
2021
Q3 		$214K Buy
+1,430
New +$214K 0.01% 253

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Modera Wealth Management's WM Position: Q2 2026 in Review

Modera Wealth Management reduced its Waste Management (WM) stake by 3.1% in Q2 2026, selling an estimated $31.6K and leaving 4,374 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #351.

Modera Wealth Management first reported a position in WM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2026. 1,479 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Modera Wealth Management held 4,374 shares of Waste Management worth $975K as of Q2 2026.
  • Modera Wealth Management sold 142 Waste Management shares in Q2 2026, an estimated $31.6K.
  • Waste Management made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Modera Wealth Management first reported a position in Waste Management in Q3 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's Waste Management position peaked at $1.04M in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.