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Olistico Wealth’s Waste Management WM Stock Holding History

Olistico 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 		$1.34K Hold
6
– – ﹤0.01% 319
2026
Q1 		$1.38K Hold
6
– – ﹤0.01% 325
2025
Q4 		$1.32K Buy
+6
New +$1.28K ﹤0.01% 325
2025
Q3 		– Sell
-6
Closed -$1.37K – 348
2025
Q2 		$1.37K Hold
6
– – ﹤0.01% 344
2025
Q1 		$1.39K Buy
+6
New +$1.33K ﹤0.01% 311

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Olistico Wealth's WM Position: Q2 2026 in Review

Olistico Wealth held its Waste Management (WM) position steady in Q2 2026 at 6 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Olistico Wealth first reported a position in WM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.39K in Q1 2025. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Olistico Wealth held 6 shares of Waste Management worth $1.34K as of Q2 2026.
  • Olistico Wealth left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #319 holding.
  • Olistico Wealth first reported a position in Waste Management in Q1 2025 and has held it in 5 quarters since.
  • Olistico Wealth's Waste Management position peaked at $1.39K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.