Regent Peak Wealth Advisors’s Waste Management WM Stock Holding History

Regent Peak 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	$278K	Sell	1,249 -11	-0.9%	-$2.45K	0.05%	164
2026 Q1	$290K	Buy	1,260 +109	+9%	+$25K	0.06%	146
2025 Q4	$253K	Sell	1,151 -12	-1%	-$2.56K	0.05%	156
2025 Q3	$257K	Buy	+1,163	New	+$262K	0.05%	152
2025 Q1	$268K	Sell	1,158 -21	-2%	-$4.65K	0.06%	130
2024 Q4	$238K	Buy	1,179 +11	+0.9%	+$2.36K	0.05%	144
2024 Q3	$242K	Buy	1,168 +6	+0.5%	+$1.25K	0.06%	144
2024 Q2	$248K	Buy	1,162 +46	+4%	+$9.56K	0.06%	139
2024 Q1	$238K	Sell	1,116 -13	-1%	-$2.56K	0.06%	140
2023 Q4	$202K	Buy	+1,129	New	+$189K	0.05%	159
2021 Q1	–	Sell	-988	Closed	-$117K	–	1006
2020 Q4	$117K	Buy	+988	New	+$115K	0.04%	193

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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 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

Regent Peak Wealth Advisors's WM Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Waste Management (WM) stake by 0.87% in Q2 2026, selling an estimated $2.45K and leaving 1,249 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #164.

Regent Peak Wealth Advisors first reported a position in WM in Q4 2020 and has held it in 11 quarters since. The position peaked at $290K in Q1 2026. 563 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Regent Peak Wealth Advisors held 1,249 shares of Waste Management worth $278K as of Q2 2026.
Regent Peak Wealth Advisors sold 11 Waste Management shares in Q2 2026, an estimated $2.45K.
Waste Management made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Regent Peak Wealth Advisors first reported a position in Waste Management in Q4 2020 and has held it in 11 quarters since.
Regent Peak Wealth Advisors's Waste Management position peaked at $290K in Q1 2026.
563 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.