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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
Q3 		$2.32M Sell
11,383
-8,590
-43% -$1.92M 0.32% 79
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 $6.79T 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

SageGuard Financial Group's WM Position: Q3 2026 in Review

SageGuard Financial Group reduced its Waste Management (WM) stake by 43% in Q3 2026, selling an estimated $1.92M and leaving 11,383 shares worth $2.32M. The position accounts for 0.32% of the portfolio, ranked #79.

SageGuard Financial Group first reported a position in WM in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.86M in Q4 2025. 2,017 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • SageGuard Financial Group held 11,383 shares of Waste Management worth $2.32M as of Q3 2026.
  • SageGuard Financial Group sold 8,590 Waste Management shares in Q3 2026, an estimated $1.92M.
  • Waste Management made up 0.32% of SageGuard Financial Group's portfolio in Q3 2026, its #79 holding.
  • SageGuard Financial Group first reported a position in Waste Management in Q4 2025 and has held it in 4 quarters since.
  • SageGuard Financial Group's Waste Management position peaked at $5.86M in Q4 2025.
  • 2,017 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on SageGuard Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.