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SageGuard Financial Group’s Waste Management WM Stock Holding History

SageGuard Financial Group’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 		$4.45M Sell
19,973
-1,353
-6% -$301K 0.63% 55
2026
Q1 		$4.9M Sell
21,326
-5,339
-20% -$1.23M 0.76% 45
2025
Q4 		$5.86M Buy
+26,665
New +$5.68M 0.93% 33

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

SageGuard Financial Group's WM Position: Q2 2026 in Review

SageGuard Financial Group reduced its Waste Management (WM) stake by 6.3% in Q2 2026, selling an estimated $301K and leaving 19,973 shares worth $4.45M. The position accounts for 0.63% of the portfolio, ranked #55.

SageGuard Financial Group first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.86M in Q4 2025. 1,469 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SageGuard Financial Group held 19,973 shares of Waste Management worth $4.45M as of Q2 2026.
  • SageGuard Financial Group sold 1,353 Waste Management shares in Q2 2026, an estimated $301K.
  • Waste Management made up 0.63% of SageGuard Financial Group's portfolio in Q2 2026, its #55 holding.
  • SageGuard Financial Group first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Waste Management position peaked at $5.86M in Q4 2025.
  • 1,469 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.