QPW
WM icon

Quantum Private Wealth’s Waste Management WM Stock Holding History

Quantum Private Wealth’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 		$251K Hold
1,233
– – 0.06% 146
2026
Q2 		$275K Sell
1,233
-123
-9% -$27.4K 0.07% 142
2026
Q1 		$312K Sell
1,356
-83
-6% -$19.1K 0.1% 121
2025
Q4 		$316K Buy
1,439
+218
+18% +$46.5K 0.09% 125
2025
Q3 		$270K Buy
1,221
+160
+15% +$36K 0.08% 144
2025
Q2 		$243K Sell
1,061
-173
-14% -$40.1K 0.08% 150
2025
Q1 		$286K Sell
1,234
-55
-4% -$12.2K 0.11% 135
2024
Q4 		$260K Sell
1,289
-35
-3% -$7.52K 0.08% 153
2024
Q3 		$275K Hold
1,324
– – 0.09% 155
2024
Q2 		$282K Sell
1,324
-221
-14% -$45.9K 0.1% 157
2024
Q1 		$329K Buy
1,545
+20
+1% +$3.93K 0.12% 137
2023
Q4 		$273K Sell
1,525
-5
-0.3% -$838 0.11% 148
2023
Q3 		$233K Hold
1,530
– – 0.11% 157
2023
Q2 		$265K Hold
1,530
– – 0.12% 148
2023
Q1 		$250K Sell
1,530
-130
-8% -$19.9K 0.14% 151
2022
Q4 		$260K Hold
1,660
– – 0.17% 140
2022
Q3 		$265K Hold
1,660
– – 0.17% 136
2022
Q2 		$253K Sell
1,660
-7
-0.4% -$1.1K 0.15% 139
2022
Q1 		$264K Sell
1,667
-20
-1% -$3.03K 0.11% 155
2021
Q4 		$281K Buy
+1,687
New +$271K 0.11% 166

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

Quantum Private Wealth's WM Position: Q3 2026 in Review

Quantum Private Wealth held its Waste Management (WM) position steady in Q3 2026 at 1,233 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #146.

Quantum Private Wealth first reported a position in WM in Q4 2021 and has held it in 20 quarters since. The position peaked at $329K in Q1 2024. 501 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Quantum Private Wealth held 1,233 shares of Waste Management worth $251K as of Q3 2026.
  • Quantum Private Wealth left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up 0.06% of Quantum Private Wealth's portfolio in Q3 2026, its #146 holding.
  • Quantum Private Wealth first reported a position in Waste Management in Q4 2021 and has held it in 20 quarters since.
  • Quantum Private Wealth's Waste Management position peaked at $329K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Quantum Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.