Next Level Wealth Planning’s Waste Management WM Stock Holding History

Next Level Wealth Planning’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 Q3	$62.8K	Buy	+308	New	+$69K	0.03%	153

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's WM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Waste Management (WM) in Q3 2026: 308 shares worth $62.8K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

1,363 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Next Level Wealth Planning held 308 shares of Waste Management worth $62.8K as of Q3 2026.
Waste Management was a new Next Level Wealth Planning position in Q3 2026.
Waste Management made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #153 holding.
1,363 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.