Root Financial Partners
WM icon

Root Financial Partners’s Waste Management WM Stock Holding History

Root Financial Partners’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 		$226K Buy
1,107
+21
+2% +$4.7K 0.01% 399
2026
Q2 		$242K Sell
1,086
-131
-11% -$29.1K 0.01% 339
2026
Q1 		$280K Buy
1,217
+345
+40% +$79.3K 0.01% 262
2025
Q4 		$192K Buy
872
+149
+21% +$31.8K 0.01% 307
2025
Q3 		$160K Buy
+723
New +$163K 0.01% 321

Other funds holding WM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Root Financial Partners's WM Position: Q3 2026 in Review

Root Financial Partners increased its Waste Management (WM) stake by 1.9% in Q3 2026, buying an estimated $4.7K and bringing the position to 1,107 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #399.

Root Financial Partners first reported a position in WM in Q3 2025 and has held it in 5 quarters since. The position peaked at $280K in Q1 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Root Financial Partners held 1,107 shares of Waste Management worth $226K as of Q3 2026.
  • Root Financial Partners bought 21 Waste Management shares in Q3 2026, an estimated $4.7K.
  • Waste Management made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #399 holding.
  • Root Financial Partners first reported a position in Waste Management in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Waste Management position peaked at $280K in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.