Resonant Capital Advisors’s Waste Management WM Stock Holding History

Resonant Capital 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	$405K	Sell	1,816 -349	-16%	-$77.6K	0.02%	342
2026 Q1	$497K	Buy	2,165 +1	+0%	+$230	0.03%	270
2025 Q4	$475K	Buy	2,164 +783	+57%	+$167K	0.03%	253
2025 Q3	$305K	Sell	1,381 -303	-18%	-$68.2K	0.02%	329
2025 Q2	$385K	Buy	1,684 +98	+6%	+$22.7K	0.02%	280
2025 Q1	$367K	Buy	1,586 +213	+16%	+$47.2K	0.03%	251
2024 Q4	$277K	Buy	1,373 +74	+6%	+$15.9K	0.02%	284
2024 Q3	$270K	Buy	1,299 +33	+3%	+$6.88K	0.02%	299
2024 Q2	$270K	Buy	1,266 +35	+3%	+$7.28K	0.02%	287
2024 Q1	$262K	Buy	+1,231	New	+$242K	0.02%	289

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Resonant Capital Advisors's WM Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Waste Management (WM) stake by 16% in Q2 2026, selling an estimated $77.6K and leaving 1,816 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #342.

Resonant Capital Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $497K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Resonant Capital Advisors held 1,816 shares of Waste Management worth $405K as of Q2 2026.
Resonant Capital Advisors sold 349 Waste Management shares in Q2 2026, an estimated $77.6K.
Waste Management made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #342 holding.
Resonant Capital Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Resonant Capital Advisors's Waste Management position peaked at $497K in Q1 2026.
1,152 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.