Sculati Wealth Management’s Waste Management WM Stock Holding History

Sculati Wealth Management’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	$1.17M	Sell	5,529 -241	-4%	-$54K	0.38%	61
2026 Q2	$1.38M	Hold	5,770	–	–	0.46%	56
2026 Q1	$1.33M	Buy	5,770 +406	+8%	+$93.3K	0.49%	58
2025 Q4	$1.18M	Buy	5,364 +50	+0.9%	+$10.7K	0.42%	60
2025 Q3	$1.17M	Buy	5,314 +851	+19%	+$192K	0.41%	62
2025 Q2	$1.02M	Buy	4,463 +2,672	+149%	+$620K	0.38%	70
2025 Q1	$415K	Hold	1,791	–	–	0.17%	82
2024 Q4	$361K	Hold	1,791	–	–	0.14%	88
2024 Q3	$372K	Hold	1,791	–	–	0.15%	87
2024 Q2	$382K	Hold	1,791	–	–	0.16%	84
2024 Q1	$382K	Hold	1,791	–	–	0.16%	83
2023 Q4	$321K	Hold	1,791	–	–	0.15%	85
2023 Q3	$273K	Hold	1,791	–	–	0.14%	88
2023 Q2	$311K	Hold	1,791	–	–	0.16%	85
2023 Q1	$292K	Hold	1,791	–	–	0.16%	87
2022 Q4	$281K	Hold	1,791	–	–	0.16%	88
2022 Q3	$287K	Hold	1,791	–	–	0.17%	95
2022 Q2	$274K	Hold	1,791	–	–	0.16%	97
2022 Q1	$284K	Hold	1,791	–	–	0.14%	98
2021 Q4	$299K	Hold	1,791	–	–	0.14%	96
2021 Q3	$268K	Hold	1,791	–	–	0.14%	97
2021 Q2	$251K	Buy	+1,791	New	+$248K	0.13%	98

Other funds holding WM

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Sculati Wealth Management's WM Position: Q3 2026 in Review

Sculati Wealth Management reduced its Waste Management (WM) stake by 4.2% in Q3 2026, selling an estimated $54K and leaving 5,529 shares worth $1.17M. The position accounts for 0.38% of the portfolio, ranked #61.

Sculati Wealth Management first reported a position in WM in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.38M in Q2 2026. 633 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Sculati Wealth Management held 5,529 shares of Waste Management worth $1.17M as of Q3 2026.
Sculati Wealth Management sold 241 Waste Management shares in Q3 2026, an estimated $54K.
Waste Management made up 0.38% of Sculati Wealth Management's portfolio in Q3 2026, its #61 holding.
Sculati Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 22 quarters since.
Sculati Wealth Management's Waste Management position peaked at $1.38M in Q2 2026.
633 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.