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PlanVest Financial’s Waste Management WM Stock Holding History

PlanVest Financial’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 		$158K Buy
709
+1
+0.1% +$222 0.11% 122
2026
Q1 		$163K Buy
+708
New +$163K 0.12% 103

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's WM Position: Q2 2026 in Review

PlanVest Financial increased its Waste Management (WM) stake by 0.14% in Q2 2026, buying an estimated $222 and bringing the position to 709 shares worth $158K. The position accounts for 0.11% of the portfolio, ranked #122.

PlanVest Financial first reported a position in WM in Q1 2026 and has held it in 2 quarters since. The position peaked at $163K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • PlanVest Financial held 709 shares of Waste Management worth $158K as of Q2 2026.
  • PlanVest Financial bought 1 Waste Management share in Q2 2026, an estimated $222.
  • Waste Management made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #122 holding.
  • PlanVest Financial first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Waste Management position peaked at $163K in Q1 2026.
  • 2,259 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.