Robertson Stephens Wealth Management
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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
Q3 		$3.48M Buy
17,057
+230
+1% +$51.5K 0.08% 152
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

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

Robertson Stephens Wealth Management's WM Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Waste Management (WM) stake by 1.4% in Q3 2026, buying an estimated $51.5K and bringing the position to 17,057 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #152.

Robertson Stephens Wealth Management first reported a position in WM in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.88M in Q4 2025. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Robertson Stephens Wealth Management held 17,057 shares of Waste Management worth $3.48M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 230 Waste Management shares in Q3 2026, an estimated $51.5K.
  • Waste Management made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #152 holding.
  • Robertson Stephens Wealth Management first reported a position in Waste Management in Q3 2019 and has held it in 29 quarters since.
  • Robertson Stephens Wealth Management's Waste Management position peaked at $3.88M in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.