RDA Financial Network’s Waste Management WM Stock Holding History

RDA Financial Network’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	$2.46M	Buy	11,028 +2,277	+26%	+$506K	0.54%	51
2026 Q1	$2.01M	Buy	8,751 +497	+6%	+$114K	0.5%	53
2025 Q4	$1.81M	Buy	8,254 +568	+7%	+$121K	0.44%	69
2025 Q3	$1.7M	Buy	7,686 +122	+2%	+$27.5K	0.42%	76
2025 Q2	$1.73M	Buy	7,564 +168	+2%	+$39K	0.47%	64
2025 Q1	$1.71M	Buy	7,396 +580	+9%	+$128K	0.51%	65
2024 Q4	$1.38M	Buy	6,816 +1,057	+18%	+$227K	0.4%	77
2024 Q3	$1.2M	Buy	5,759 +224	+4%	+$46.7K	0.37%	83
2024 Q2	$1.18M	Buy	5,535 +41	+0.7%	+$8.52K	0.39%	77
2024 Q1	$1.17M	Buy	5,494 +67	+1%	+$13.2K	0.4%	71
2023 Q4	$972K	Buy	5,427 +193	+4%	+$32.4K	0.37%	78
2023 Q3	$798K	Buy	5,234 +222	+4%	+$35.9K	0.35%	81
2023 Q2	$869K	Sell	5,012 -9	-0.2%	-$1.49K	0.37%	78
2023 Q1	$819K	Buy	5,021 +178	+4%	+$27.3K	0.37%	82
2022 Q4	$760K	Buy	4,843 +121	+3%	+$19.5K	0.38%	80
2022 Q3	$757K	Buy	4,722 +411	+10%	+$67.8K	0.41%	72
2022 Q2	$660K	Buy	+4,311	New	+$675K	0.33%	84

Other funds holding WM

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

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

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return