Nadler Financial Group’s Waste Management WM Stock Holding History

Nadler Financial Group’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	$242K	Hold	1,085	–	–	0.02%	130
2026 Q1	$249K	Hold	1,085	–	–	0.02%	121
2025 Q4	$238K	Sell	1,085 -164	-13%	-$35K	0.02%	125
2025 Q3	$276K	Sell	1,249 -145	-10%	-$32.7K	0.03%	110
2025 Q2	$319K	Sell	1,394 -224	-14%	-$52K	0.03%	99
2025 Q1	$375K	Buy	1,618 +61	+4%	+$13.5K	0.04%	86
2024 Q4	$314K	Buy	+1,557	New	+$334K	0.03%	94
2023 Q2	–	Sell	-1,457	Closed	-$238K	–	122
2023 Q1	$238K	Buy	+1,457	New	+$223K	0.04%	99

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nadler Financial Group's WM Position: Q2 2026 in Review

Nadler Financial Group held its Waste Management (WM) position steady in Q2 2026 at 1,085 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #130.

Nadler Financial Group first reported a position in WM in Q1 2023 and has held it in 8 quarters since. The position peaked at $375K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Nadler Financial Group held 1,085 shares of Waste Management worth $242K as of Q2 2026.
Nadler Financial Group left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #130 holding.
Nadler Financial Group first reported a position in Waste Management in Q1 2023 and has held it in 8 quarters since.
Nadler Financial Group's Waste Management position peaked at $375K in Q1 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.