N.E.W. 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
2026
Q1
$17.8K Hold
77
﹤0.01% 526
2025
Q4
$16.9K Buy
+77
New +$16.4K ﹤0.01% 529

Other funds holding WM

N.E.W. Advisory Services's WM Position: Q1 2026 in Review

N.E.W. Advisory Services held its Waste Management (WM) position steady in Q1 2026 at 77 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

N.E.W. Advisory Services first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • N.E.W. Advisory Services held 77 shares of Waste Management worth $17.8K as of Q1 2026.
  • N.E.W. Advisory Services left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #526 holding.
  • N.E.W. Advisory Services first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.