Pathway Financial Advisers
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Pathway Financial Advisers’s Waste Management WM Stock Holding History

Pathway Financial Advisers’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 		$3.16M Buy
15,484
+50
+0.3% +$11.2K 0.79% 45
2026
Q2 		$3.44M Buy
15,434
+142
+0.9% +$31.6K 0.87% 43
2026
Q1 		$3.51M Buy
15,292
+293
+2% +$67.3K 0.99% 35
2025
Q4 		$3.3M Buy
14,999
+183
+1% +$39K 0.96% 35
2025
Q3 		$3.25M Buy
14,816
+360
+2% +$81.1K 0.95% 34
2025
Q2 		$3.31M Buy
14,456
+249
+2% +$57.8K 1.07% 32
2025
Q1 		$3.29M Buy
14,207
+493
+4% +$109K 1.13% 32
2024
Q4 		$2.77M Buy
13,714
+216
+2% +$46.4K 0.93% 36
2024
Q3 		$2.8M Sell
13,498
-743
-5% -$155K 1.27% 28
2024
Q2 		$3.02M Sell
14,241
-166
-1% -$34.5K 1.08% 29
2024
Q1 		$3.07M Sell
14,407
-1,447
-9% -$284K 1.11% 27
2023
Q4 		$2.83M Buy
15,854
+133
+0.8% +$22.3K 1.08% 29
2023
Q3 		$2.4M Buy
+15,721
New +$2.54M 0.99% 31
2023
Q1 		$2.68M Buy
16,393
+179
+1% +$27.4K 1.08% 28
2022
Q4 		$2.54M Buy
+16,214
New +$2.61M 1.03% 30

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Pathway Financial Advisers's WM Position: Q3 2026 in Review

Pathway Financial Advisers increased its Waste Management (WM) stake by 0.32% in Q3 2026, buying an estimated $11.2K and bringing the position to 15,484 shares worth $3.16M. The position accounts for 0.79% of the portfolio, ranked #45.

Pathway Financial Advisers first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.51M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Pathway Financial Advisers held 15,484 shares of Waste Management worth $3.16M as of Q3 2026.
  • Pathway Financial Advisers bought 50 Waste Management shares in Q3 2026, an estimated $11.2K.
  • Waste Management made up 0.79% of Pathway Financial Advisers's portfolio in Q3 2026, its #45 holding.
  • Pathway Financial Advisers first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Pathway Financial Advisers's Waste Management position peaked at $3.51M in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Pathway Financial Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.