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Polaris Financial Partners’s Waste Management WM Stock Holding History

Polaris Financial Partners’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 		$2.4M Buy
+11,675
New +$2.62M 1.07% 21

Other funds holding WM

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's WM Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Waste Management (WM) in Q3 2026: 11,675 shares worth $2.4M. The stake represents 1.07% of the portfolio and ranks #21 among its holdings.

12 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Polaris Financial Partners held 11,675 shares of Waste Management worth $2.4M as of Q3 2026.
  • Waste Management was a new Polaris Financial Partners position in Q3 2026.
  • Waste Management made up 1.07% of Polaris Financial Partners's portfolio in Q3 2026, its #21 holding.
  • 12 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.