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
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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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: Q1 2026 in Review

Naviter Wealth increased its Waste Management (WM) stake by 0.65% in Q1 2026, buying an estimated $3.68K and bringing the position to 2,475 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #192.

Naviter Wealth first reported a position in WM in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Naviter Wealth held 2,475 shares of Waste Management worth $569K as of Q1 2026.
  • Naviter Wealth bought 16 Waste Management shares in Q1 2026, an estimated $3.68K.
  • Waste Management made up 0.07% of Naviter Wealth's portfolio in Q1 2026, its #192 holding.
  • Naviter Wealth first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • Naviter Wealth's Waste Management position peaked at $597K in Q1 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.