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
Q2
$45.2K Buy
203
+126
+164% +$28K ﹤0.01% 388
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: Q2 2026 in Review

N.E.W. Advisory Services increased its Waste Management (WM) stake by 164% in Q2 2026, buying an estimated $28K and bringing the position to 203 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

N.E.W. Advisory Services first reported a position in WM in Q4 2025 and has held it in 3 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • N.E.W. Advisory Services held 203 shares of Waste Management worth $45.2K as of Q2 2026.
  • N.E.W. Advisory Services bought 126 Waste Management shares in Q2 2026, an estimated $28K.
  • Waste Management made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #388 holding.
  • N.E.W. Advisory Services first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.