RSWM
WM icon

Robertson Stephens Wealth Management’s Waste Management WM Stock Holding History

Robertson Stephens Wealth Management’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 		$3.75M Buy
16,827
+104
+0.6% +$23.1K 0.09% 146
2026
Q1 		$3.84M Sell
16,723
-933
-5% -$214K 0.11% 143
2025
Q4 		$3.88M Buy
17,656
+8,785
+99% +$1.87M 0.1% 139
2025
Q3 		$1.96M Buy
8,871
+64
+0.7% +$14.4K 0.06% 184
2025
Q2 		$2.02M Sell
8,807
-870
-9% -$202K 0.06% 188
2025
Q1 		$2.24M Buy
9,677
+170
+2% +$37.6K 0.08% 182
2024
Q4 		$1.92M Sell
9,507
-1,708
-15% -$367K 0.07% 202
2024
Q3 		$2.33M Buy
11,215
+92
+0.8% +$19.2K 0.08% 183
2024
Q2 		$2.37M Buy
11,123
+401
+4% +$83.4K 0.12% 135
2024
Q1 		$2.29M Buy
10,722
+193
+2% +$37.9K 0.12% 143
2023
Q4 		$1.89M Sell
10,529
-423
-4% -$70.9K 0.11% 148
2023
Q3 		$1.67M Buy
10,952
+437
+4% +$70.7K 0.11% 158
2023
Q2 		$1.82M Buy
10,515
+3,093
+42% +$511K 0.13% 137
2023
Q1 		$1.21M Buy
7,422
+857
+13% +$131K 0.09% 178
2022
Q4 		$1.03M Sell
6,565
-15
-0.2% -$2.41K 0.1% 172
2022
Q3 		$1.05M Sell
6,580
-118
-2% -$19.5K 0.11% 149
2022
Q2 		$1.02M Sell
6,698
-1,423
-18% -$223K 0.1% 156
2022
Q1 		$1.29M Sell
8,121
-1,797
-18% -$272K 0.11% 155
2021
Q4 		$1.66M Buy
9,918
+3,525
+55% +$567K 0.14% 132
2021
Q3 		$954K Sell
6,393
-48
-0.7% -$7.18K 0.11% 125
2021
Q2 		$902K Sell
6,441
-2
-0% -$276 0.11% 135
2021
Q1 		$831K Buy
6,443
+2,243
+53% +$262K 0.13% 121
2020
Q4 		$495K Hold
4,200
– – 0.1% 142
2020
Q3 		$475K Hold
4,200
– – 0.12% 138
2020
Q2 		$444K Hold
4,200
– – 0.13% 119
2020
Q1 		$389K Hold
4,200
– – 0.13% 118
2019
Q4 		$478K Hold
4,200
– – 0.24% 65
2019
Q3 		$483K Buy
+4,200
New +$490K 0.24% 75

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robertson Stephens Wealth Management's WM Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Waste Management (WM) stake by 0.62% in Q2 2026, buying an estimated $23.1K and bringing the position to 16,827 shares worth $3.75M. The position accounts for 0.09% of the portfolio, ranked #146.

Robertson Stephens Wealth Management first reported a position in WM in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.88M in Q4 2025. 1,035 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Robertson Stephens Wealth Management held 16,827 shares of Waste Management worth $3.75M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 104 Waste Management shares in Q2 2026, an estimated $23.1K.
  • Waste Management made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Robertson Stephens Wealth Management first reported a position in Waste Management in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's Waste Management position peaked at $3.88M in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.