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Mosaic Family Wealth Partners’s Waste Management WM Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		– Sell
-1,200
Closed -$264K – 295
2025
Q4 		$264K Hold
1,200
– – 0.03% 206
2025
Q3 		$263K Buy
+1,200
New +$270K 0.03% 196

Other funds holding WM

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mosaic Family Wealth Partners's WM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Waste Management (WM) stake by 8.3% in Q2 2026, buying an estimated $83K and bringing the position to 4,886 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #204.

Mosaic Family Wealth Partners first reported a position in WM in Q4 2022 and has held it in 15 quarters since. 1,300 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Mosaic Family Wealth Partners held 4,886 shares of Waste Management worth $1.09M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 373 Waste Management shares in Q2 2026, an estimated $83K.
  • Waste Management made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Mosaic Family Wealth Partners first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.