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Prospera Financial Services’s Waste Management WM Stock Holding History

Prospera Financial Services’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 		$12.5M Buy
56,232
+3,324
+6% +$739K 0.18% 121
2026
Q1 		$12.2M Sell
52,908
-1,447
-3% -$332K 0.2% 117
2025
Q4 		$11.9M Buy
54,355
+8,455
+18% +$1.8M 0.2% 113
2025
Q3 		$10.1M Buy
45,900
+27,477
+149% +$6.19M 0.17% 125
2025
Q2 		$4.22M Buy
18,423
+7,633
+71% +$1.77M 0.08% 262
2025
Q1 		$2.5M Buy
10,790
+676
+7% +$150K 0.06% 337
2024
Q4 		$2.04M Buy
10,114
+218
+2% +$46.8K 0.05% 367
2024
Q3 		$2.06M Buy
9,896
+1,894
+24% +$395K 0.05% 326
2024
Q2 		$1.71M Buy
8,002
+283
+4% +$58.8K 0.05% 370
2024
Q1 		$1.65M Buy
7,719
+106
+1% +$20.8K 0.05% 375
2023
Q4 		$1.36M Sell
7,613
-341
-4% -$57.2K 0.05% 388
2023
Q3 		$1.21M Buy
7,954
+1,086
+16% +$176K 0.05% 380
2023
Q2 		$1.19M Buy
6,868
+222
+3% +$36.7K 0.05% 370
2023
Q1 		$1.09M Buy
6,646
+2,025
+44% +$310K 0.04% 398
2022
Q4 		$725K Sell
4,621
-409
-8% -$65.8K 0.04% 439
2022
Q3 		$806K Buy
5,030
+1,097
+28% +$181K 0.04% 413
2022
Q2 		$602K Sell
3,933
-720
-15% -$113K 0.03% 472
2022
Q1 		$738K Buy
4,653
+121
+3% +$18.3K 0.03% 494
2021
Q4 		$757K Sell
4,532
-308
-6% -$49.5K 0.03% 469
2021
Q3 		$723K Sell
4,840
-34
-0.7% -$5.09K 0.04% 434
2021
Q2 		$682K Buy
4,874
+872
+22% +$121K 0.03% 450
2021
Q1 		$517K Sell
4,002
-2,655
-40% -$310K 0.03% 483
2020
Q4 		$785K Buy
6,657
+2,946
+79% +$344K 0.05% 336
2020
Q3 		$420K Buy
3,711
+679
+22% +$75K 0.16% 116
2020
Q2 		$316K Buy
3,032
+122
+4% +$12.3K 0.03% 432
2020
Q1 		$269K Sell
2,910
-29,125
-91% -$3.34M 0.03% 416
2019
Q4 		$3.65M Buy
32,035
+29,649
+1,243% +$3.35M 0.28% 73
2019
Q3 		$274K Sell
2,386
-176
-7% -$20.6K 0.03% 457
2019
Q2 		$296K Sell
2,562
-1,110
-30% -$120K 0.03% 405
2019
Q1 		$375K Buy
3,672
+673
+22% +$65.7K 0.12% 215
2018
Q4 		$267K Sell
2,999
-2,079
-41% -$187K 0.05% 311
2018
Q3 		$416K Sell
5,078
-69
-1% -$6.12K 0.08% 248
2018
Q2 		$419K Sell
5,147
-496
-9% -$41.1K 0.06% 269
2018
Q1 		$475K Buy
5,643
+2,835
+101% +$243K 0.07% 246
2017
Q4 		$247K Sell
2,808
-2,640
-48% -$215K 0.04% 341
2017
Q3 		$422K Buy
5,448
+2
+0% +$152 0.06% 265
2017
Q2 		$400K Buy
5,446
+2
+0% +$146 0.06% 254
2017
Q1 		$398K Buy
5,444
+2
+0% +$143 0.07% 224
2016
Q4 		$385K Buy
5,442
+437
+9% +$29.2K 0.08% 226
2016
Q3 		$319K Buy
+5,005
New +$327K 0.06% 254
2016
Q1 		– Sell
-4,802
Closed -$256K – 372
2015
Q4 		$256K Buy
+4,802
New +$255K 0.06% 225
2014
Q2 		– Sell
-8,600
Closed -$362K – 286
2014
Q1 		$362K Buy
8,600
+902
+12% +$37.8K 0.11% 136
2013
Q4 		$345K Buy
+7,698
New +$336K 0.12% 146

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Prospera Financial Services's WM Position: Q2 2026 in Review

Prospera Financial Services increased its Waste Management (WM) stake by 6.3% in Q2 2026, buying an estimated $739K and bringing the position to 56,232 shares worth $12.5M. The position accounts for 0.18% of the portfolio, ranked #121.

Prospera Financial Services first reported a position in WM in Q4 2013 and has held it in 43 quarters since. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Prospera Financial Services held 56,232 shares of Waste Management worth $12.5M as of Q2 2026.
  • Prospera Financial Services bought 3,324 Waste Management shares in Q2 2026, an estimated $739K.
  • Waste Management made up 0.18% of Prospera Financial Services's portfolio in Q2 2026, its #121 holding.
  • Prospera Financial Services first reported a position in Waste Management in Q4 2013 and has held it in 43 quarters since.
  • 564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.