OneDigital Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.74M | Sell |
7,823
-2,652
| -25% | -$590K | 0.01% | 552 |
|
|
2026
Q1 | $2.41M | Sell |
10,475
-1,581
| -13% | -$363K | 0.02% | 432 |
|
|
2025
Q4 | $2.65M | Sell |
12,056
-3,141
| -21% | -$669K | 0.03% | 401 |
|
|
2025
Q3 | $3.36M | Sell |
15,197
-255
| -2% | -$57.4K | 0.03% | 314 |
|
|
2025
Q2 | $3.54M | Sell |
15,452
-915
| -6% | -$212K | 0.04% | 294 |
|
|
2025
Q1 | $3.79M | Buy |
16,367
+404
| +3% | +$89.5K | 0.04% | 277 |
|
|
2024
Q4 | $3.22M | Buy |
15,963
+2,705
| +20% | +$581K | 0.04% | 322 |
|
|
2024
Q3 | $2.75M | Buy |
13,258
+903
| +7% | +$188K | 0.03% | 362 |
|
|
2024
Q2 | $2.64M | Buy |
12,355
+6,381
| +107% | +$1.33M | 0.03% | 358 |
|
|
2024
Q1 | $1.27M | Sell |
5,974
-602
| -9% | -$118K | 0.02% | 437 |
|
|
2023
Q4 | $1.18M | Buy |
6,576
+1,696
| +35% | +$284K | 0.02% | 425 |
|
|
2023
Q3 | $744K | Buy |
4,880
+1,246
| +34% | +$202K | 0.02% | 515 |
|
|
2023
Q2 | $630K | Buy |
3,634
+27
| +0.7% | +$4.46K | 0.01% | 555 |
|
|
2023
Q1 | $589K | Buy |
3,607
+695
| +24% | +$106K | 0.01% | 560 |
|
|
2022
Q4 | $457K | Buy |
2,912
+1,509
| +108% | +$243K | 0.01% | 545 |
|
|
2022
Q3 | $225K | Sell |
1,403
-55
| -4% | -$9.08K | 0.01% | 678 |
|
|
2022
Q2 | $223K | Buy |
1,458
+82
| +6% | +$12.8K | 0.01% | 634 |
|
|
2022
Q1 | $218K | Buy |
+1,376
| New | +$209K | 0.01% | 680 |
|
|
2021
Q4 | – | Sell |
-1,344
| Closed | -$201K | – | 833 |
|
|
2021
Q3 | $201K | Buy |
+1,344
| New | +$201K | 0.01% | 695 |
|
|
2021
Q2 | – | Sell |
-1,608
| Closed | -$207K | – | 791 |
|
|
2021
Q1 | $207K | Sell |
1,608
-718
| -31% | -$83.9K | 0.01% | 612 |
|
|
2020
Q4 | $274K | Buy |
2,326
+443
| +24% | +$51.7K | 0.01% | 514 |
|
|
2020
Q3 | $213K | Sell |
1,883
-383
| -17% | -$42.3K | 0.01% | 537 |
|
|
2020
Q2 | $240K | Sell |
2,266
-247
| -10% | -$24.9K | 0.02% | 501 |
|
|
2020
Q1 | $233K | Buy |
+2,513
| New | +$288K | 0.02% | 439 |
|
|
2019
Q3 | – | Sell |
-1,159
| Closed | -$134K | – | 1163 |
|
|
2019
Q2 | $134K | Buy |
1,159
+32
| +3% | +$3.47K | 0.01% | 433 |
|
|
2019
Q1 | $117K | Buy |
1,127
+103
| +10% | +$10.1K | 0.02% | 351 |
|
|
2018
Q4 | $91K | Buy |
+1,024
| New | +$91.9K | 0.02% | 352 |
|
|
2018
Q3 | – | Sell |
-1,280
| Closed | -$104K | – | 1277 |
|
|
2018
Q2 | $104K | Buy |
1,280
+3
| +0.2% | +$248 | 0.02% | 325 |
|
|
2018
Q1 | $107K | Sell |
1,277
-62
| -5% | -$5.32K | 0.02% | 327 |
|
|
2017
Q4 | $116K | Buy |
1,339
+3
| +0.2% | +$244 | 0.01% | 313 |
|
|
2017
Q3 | $105K | Buy |
1,336
+177
| +15% | +$13.4K | 0.04% | 226 |
|
|
2017
Q2 | $85K | Buy |
+1,159
| New | +$84.4K | 0.03% | 345 |
|
Other funds holding WM
OneDigital Investment Advisors's WM Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Waste Management (WM) stake by 25% in Q2 2026, selling an estimated $590K and leaving 7,823 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #552.
OneDigital Investment Advisors first reported a position in WM in Q2 2017 and has held it in 32 quarters since. The position peaked at $3.79M in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- OneDigital Investment Advisors held 7,823 shares of Waste Management worth $1.74M as of Q2 2026.
- OneDigital Investment Advisors sold 2,652 Waste Management shares in Q2 2026, an estimated $590K.
- Waste Management made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #552 holding.
- OneDigital Investment Advisors first reported a position in Waste Management in Q2 2017 and has held it in 32 quarters since.
- OneDigital Investment Advisors's Waste Management position peaked at $3.79M in Q1 2025.
- 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.