Simon Quick Advisors
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Simon Quick Advisors’s Waste Management WM Stock Holding History

Simon Quick Advisors’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 		$2.1M Buy
10,307
+1,748
+20% +$392K 0.08% 143
2026
Q2 		$1.91M Buy
8,559
+1,069
+14% +$238K 0.08% 148
2026
Q1 		$1.72M Sell
7,490
-291
-4% -$66.9K 0.08% 148
2025
Q4 		$1.71M Buy
+7,781
New +$1.66M 0.07% 149
2025
Q2 		– Sell
-1,941
Closed -$449K – 657
2025
Q1 		$449K Buy
1,941
+97
+5% +$21.5K 0.03% 322
2024
Q4 		$372K Buy
1,844
+680
+58% +$146K 0.02% 313
2024
Q3 		$242K Buy
1,164
+136
+13% +$28.4K 0.02% 368
2024
Q2 		$219K Buy
+1,028
New +$214K 0.02% 348
2022
Q2 		– Sell
-762
Closed -$121K – 397
2022
Q1 		$121K Buy
762
+212
+39% +$32.1K 0.03% 133
2021
Q4 		$92K Sell
550
-221
-29% -$35.5K 0.02% 171
2021
Q3 		$115K Buy
771
+21
+3% +$3.14K 0.03% 156
2021
Q2 		$105K Buy
750
+300
+67% +$41.5K 0.03% 145
2021
Q1 		$58K Buy
450
+300
+200% +$35.1K 0.02% 227
2020
Q4 		$18K Sell
150
-148
-50% -$17.3K 0.01% 337
2020
Q3 		$34K Hold
298
– – 0.01% 242
2020
Q2 		$32K Buy
298
+140
+89% +$14.1K 0.01% 251
2020
Q1 		$15K Buy
158
+104
+193% +$11.9K 0.01% 301
2019
Q4 		$6K Buy
+54
New +$6.1K ﹤0.01% 476

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Simon Quick Advisors's WM Position: Q3 2026 in Review

Simon Quick Advisors increased its Waste Management (WM) stake by 20% in Q3 2026, buying an estimated $392K and bringing the position to 10,307 shares worth $2.1M. The position accounts for 0.08% of the portfolio, ranked #143.

Simon Quick Advisors first reported a position in WM in Q4 2019 and has held it in 18 quarters since. 813 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Simon Quick Advisors held 10,307 shares of Waste Management worth $2.1M as of Q3 2026.
  • Simon Quick Advisors bought 1,748 Waste Management shares in Q3 2026, an estimated $392K.
  • Waste Management made up 0.08% of Simon Quick Advisors's portfolio in Q3 2026, its #143 holding.
  • Simon Quick Advisors first reported a position in Waste Management in Q4 2019 and has held it in 18 quarters since.
  • 813 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.