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Prevail Innovative Wealth Advisors’s Waste Management WM Stock Holding History

Prevail Innovative Wealth Advisors’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 		$2.82M Buy
+12,674
New +$2.82M 0.42% 92
2026
Q1 		– Sell
-990
Closed -$218K – 239
2025
Q4 		$218K Buy
+990
New +$211K 0.04% 180

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors's WM Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Waste Management (WM) in Q2 2026: 12,674 shares worth $2.82M. The stake represents 0.42% of the portfolio and ranks #92 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in WM as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 12,674 shares of Waste Management worth $2.82M as of Q2 2026.
  • Waste Management was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • Waste Management made up 0.42% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.