Provenance Wealth Advisors’s Waste Management WM Stock Holding History

Provenance 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	$669	Buy	+3	New	+$667	﹤0.01%	550

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Provenance Wealth Advisors's WM Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Waste Management (WM) in Q2 2026: 3 shares worth $669. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

1,034 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Provenance Wealth Advisors held 3 shares of Waste Management worth $669 as of Q2 2026.
Waste Management was a new Provenance Wealth Advisors position in Q2 2026.
Waste Management made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #550 holding.
1,034 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.