NW
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Naviter Wealth’s Waste Management WM Stock Holding History

Naviter Wealth’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 		$589K Buy
2,642
+167
+7% +$37.1K 0.05% 207
2026
Q1 		$569K Buy
2,475
+16
+0.7% +$3.68K 0.07% 192
2025
Q4 		$540K Hold
2,459
– – 0.07% 192
2025
Q3 		$543K Buy
2,459
+14
+0.6% +$3.15K 0.06% 192
2025
Q2 		$559K Sell
2,445
-175
-7% -$40.6K 0.07% 188
2025
Q1 		$597K Buy
2,620
+5
+0.2% +$1.11K 0.07% 197
2024
Q4 		$528K Buy
+2,615
New +$562K 0.06% 201

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Naviter Wealth's WM Position: Q2 2026 in Review

Naviter Wealth increased its Waste Management (WM) stake by 6.7% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,642 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #207.

Naviter Wealth first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $597K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Naviter Wealth held 2,642 shares of Waste Management worth $589K as of Q2 2026.
  • Naviter Wealth bought 167 Waste Management shares in Q2 2026, an estimated $37.1K.
  • Waste Management made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #207 holding.
  • Naviter Wealth first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Naviter Wealth's Waste Management position peaked at $597K in Q1 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.