SAG
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SageView Advisory Group’s Waste Management WM Stock Holding History

SageView Advisory 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 		$313K Buy
1,402
+3
+0.2% +$667 0.01% 485
2026
Q1 		$322K Sell
1,399
-54
-4% -$12.4K 0.01% 454
2025
Q4 		$319K Buy
1,453
+30
+2% +$6.39K 0.01% 469
2025
Q3 		$314K Buy
+1,423
New +$320K 0.01% 501
2024
Q3 		– Sell
-973
Closed -$208K – 580
2024
Q2 		$208K Buy
+973
New +$202K 0.01% 532

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

SageView Advisory Group's WM Position: Q2 2026 in Review

SageView Advisory Group increased its Waste Management (WM) stake by 0.21% in Q2 2026, buying an estimated $667 and bringing the position to 1,402 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #485.

SageView Advisory Group first reported a position in WM in Q2 2024 and has held it in 5 quarters since. The position peaked at $322K in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SageView Advisory Group held 1,402 shares of Waste Management worth $313K as of Q2 2026.
  • SageView Advisory Group bought 3 Waste Management shares in Q2 2026, an estimated $667.
  • Waste Management made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #485 holding.
  • SageView Advisory Group first reported a position in Waste Management in Q2 2024 and has held it in 5 quarters since.
  • SageView Advisory Group's Waste Management position peaked at $322K in Q1 2026.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.