PWM
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Purus Wealth Management’s Waste Management WM Stock Holding History

Purus Wealth Management’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 		$8.19M Sell
40,153
-237
-0.6% -$53.1K 2.24% 10
2026
Q2 		$9M Sell
40,390
-283
-0.7% -$62.9K 2.48% 8
2026
Q1 		$9.35M Sell
40,673
-135
-0.3% -$31K 2.98% 8
2025
Q4 		$8.97M Sell
40,808
-1,594
-4% -$340K 2.8% 8
2025
Q3 		$9.36M Sell
42,402
-443
-1% -$100K 2.99% 7
2025
Q2 		$9.8M Buy
42,845
+1,836
+4% +$426K 3.4% 7
2025
Q1 		$9.49M Sell
41,009
-169
-0.4% -$37.4K 4.04% 5
2024
Q4 		$8.31M Buy
41,178
+732
+2% +$157K 3.29% 7
2024
Q3 		$8.4M Sell
40,446
-317
-0.8% -$66.1K 3.56% 6
2024
Q2 		$8.7M Buy
40,763
+1,905
+5% +$396K 3.84% 6
2024
Q1 		$8.28M Buy
38,858
+1,728
+5% +$340K 4.09% 6
2023
Q4 		$6.65M Buy
37,130
+41
+0.1% +$6.88K 3.85% 5
2023
Q3 		$5.65M Buy
37,089
+113
+0.3% +$18.3K 3.82% 4
2023
Q2 		$6.41M Buy
36,976
+460
+1% +$76K 4.16% 4
2023
Q1 		$5.96M Sell
36,516
-464
-1% -$71.1K 4.71% 4
2022
Q4 		$5.8M Sell
36,980
-853
-2% -$137K 5.27% 3
2022
Q3 		$6.06M Buy
37,833
+1,279
+3% +$211K 5.58% 3
2022
Q2 		$5.59M Buy
36,554
+7
+0% +$1.1K 4.99% 3
2022
Q1 		$5.79M Buy
36,547
+1,694
+5% +$257K 4% 4
2021
Q4 		$5.82M Buy
34,853
+162
+0.5% +$26K 3.65% 7
2021
Q3 		$5.18M Buy
34,691
+239
+0.7% +$35.8K 3.58% 8
2021
Q2 		$4.83M Buy
34,452
+656
+2% +$90.7K 3.47% 10
2021
Q1 		$4.36M Buy
33,796
+1,697
+5% +$198K 3.67% 8
2020
Q4 		$3.78M Buy
+32,099
New +$3.74M 3.38% 9

Other funds holding WM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Purus Wealth Management's WM Position: Q3 2026 in Review

Purus Wealth Management reduced its Waste Management (WM) stake by 0.59% in Q3 2026, selling an estimated $53.1K and leaving 40,153 shares worth $8.19M. The position accounts for 2.24% of the portfolio, ranked #10.

Purus Wealth Management first reported a position in WM in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.8M in Q2 2025. 497 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Purus Wealth Management held 40,153 shares of Waste Management worth $8.19M as of Q3 2026.
  • Purus Wealth Management sold 237 Waste Management shares in Q3 2026, an estimated $53.1K.
  • Waste Management made up 2.24% of Purus Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Purus Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 24 quarters since.
  • Purus Wealth Management's Waste Management position peaked at $9.8M in Q2 2025.
  • 497 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Purus Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.