River Wealth Advisors
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River Wealth Advisors’s Waste Management WM Stock Holding History

River 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
Q3 		$5.56M Sell
27,252
-6,400
-19% -$1.43M 0.6% 39
2026
Q2 		$7.5M Buy
33,652
+308
+0.9% +$68.5K 0.78% 30
2026
Q1 		$7.66M Buy
33,344
+2,849
+9% +$655K 0.88% 31
2025
Q4 		$6.7M Buy
30,495
+3,130
+11% +$667K 0.75% 36
2025
Q3 		$6.04M Buy
27,365
+2,048
+8% +$461K 0.71% 37
2025
Q2 		$5.79M Buy
25,317
+1,447
+6% +$336K 0.72% 39
2025
Q1 		$5.53M Buy
23,870
+1,300
+6% +$288K 0.77% 36
2024
Q4 		$4.55M Buy
22,570
+2,717
+14% +$584K 0.6% 45
2024
Q3 		$4.12M Buy
19,853
+1,424
+8% +$297K 0.55% 50
2024
Q2 		$3.93M Buy
18,429
+1,213
+7% +$252K 0.56% 50
2024
Q1 		$3.67M Buy
17,216
+2,171
+14% +$427K 0.53% 54
2023
Q4 		$2.69M Buy
15,045
+1,142
+8% +$191K 0.43% 66
2023
Q3 		$2.12M Buy
13,903
+678
+5% +$110K 0.38% 71
2023
Q2 		$2.29M Buy
13,225
+1,261
+11% +$208K 0.39% 73
2023
Q1 		$1.95M Buy
11,964
+3,493
+41% +$535K 0.36% 79
2022
Q4 		$1.33M Buy
8,471
+1,239
+17% +$199K 0.26% 92
2022
Q3 		$1.16M Sell
7,232
-512
-7% -$84.5K 0.25% 93
2022
Q2 		$1.18M Sell
7,744
-189
-2% -$29.6K 0.22% 102
2022
Q1 		$1.26M Buy
7,933
+984
+14% +$149K 0.2% 104
2021
Q4 		$1.16M Buy
6,949
+604
+10% +$97.1K 0.18% 110
2021
Q3 		$948K Buy
6,345
+1,004
+19% +$150K 0.16% 113
2021
Q2 		$748K Buy
5,341
+190
+4% +$26.3K 0.13% 125
2021
Q1 		$665K Buy
5,151
+829
+19% +$96.9K 0.12% 130
2020
Q4 		$510K Buy
4,322
+852
+25% +$99.4K 0.11% 138
2020
Q3 		$393K Buy
3,470
+843
+32% +$93.2K 0.1% 147
2020
Q2 		$278K Buy
+2,627
New +$265K 0.08% 156
2019
Q1 		– Sell
-417
Closed -$37K – 509
2018
Q4 		$37K Hold
417
– – 0.02% 273
2018
Q3 		$38K Hold
417
– – 0.01% 310
2018
Q2 		$34K Buy
+417
New +$34.5K 0.01% 305

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

River Wealth Advisors's WM Position: Q3 2026 in Review

River Wealth Advisors reduced its Waste Management (WM) stake by 19% in Q3 2026, selling an estimated $1.43M and leaving 27,252 shares worth $5.56M. The position accounts for 0.6% of the portfolio, ranked #39.

River Wealth Advisors first reported a position in WM in Q2 2018 and has held it in 29 quarters since. The position peaked at $7.66M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • River Wealth Advisors held 27,252 shares of Waste Management worth $5.56M as of Q3 2026.
  • River Wealth Advisors sold 6,400 Waste Management shares in Q3 2026, an estimated $1.43M.
  • Waste Management made up 0.6% of River Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • River Wealth Advisors first reported a position in Waste Management in Q2 2018 and has held it in 29 quarters since.
  • River Wealth Advisors's Waste Management position peaked at $7.66M in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.