Sagespring Wealth Partners’s Waste Management WM Stock Holding History

Sagespring Wealth 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 Q2	$1.64M	Buy	7,339 +398	+6%	+$88.5K	0.03%	247
2026 Q1	$1.6M	Buy	6,941 +232	+3%	+$53.3K	0.03%	228
2025 Q4	$1.47M	Buy	6,709 +230	+4%	+$49K	0.03%	237
2025 Q3	$1.43M	Sell	6,479 -69	-1%	-$15.5K	0.03%	236
2025 Q2	$1.5M	Sell	6,548 -147	-2%	-$34.1K	0.03%	212
2025 Q1	$1.55M	Buy	6,695 +1,099	+20%	+$243K	0.04%	184
2024 Q4	$1.13M	Buy	+5,596	New	+$1.2M	0.03%	199

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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

Sagespring Wealth Partners's WM Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Waste Management (WM) stake by 5.7% in Q2 2026, buying an estimated $88.5K and bringing the position to 7,339 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #247.

Sagespring Wealth Partners first reported a position in WM in Q4 2024 and has held it in 7 quarters since. 1,590 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Sagespring Wealth Partners held 7,339 shares of Waste Management worth $1.64M as of Q2 2026.
Sagespring Wealth Partners bought 398 Waste Management shares in Q2 2026, an estimated $88.5K.
Waste Management made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #247 holding.
Sagespring Wealth Partners first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
1,590 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.