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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's WM Position: Q4 2025 in Review

SageView Advisory Group increased its Waste Management (WM) stake by 2.1% in Q4 2025, buying an estimated $6.39K and bringing the position to 1,453 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #469.

SageView Advisory Group first reported a position in WM in Q2 2024 and has held it in 3 quarters since. 2,313 funds tracked by Wall St. Rank hold WM as of Q4 2025.

  • SageView Advisory Group held 1,453 shares of Waste Management worth $319K as of Q4 2025.
  • SageView Advisory Group bought 30 Waste Management shares in Q4 2025, an estimated $6.39K.
  • Waste Management made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #469 holding.
  • SageView Advisory Group first reported a position in Waste Management in Q2 2024 and has held it in 3 quarters since.
  • 2,313 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.