Strategic Planning Group
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Strategic Planning Group’s Waste Management WM Stock Holding History

Strategic Planning 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
Q3 		– Sell
-25,760
Closed -$5.74M – 87
2026
Q2 		$5.74M Buy
25,760
+1,332
+5% +$296K 0.63% 48
2026
Q1 		$5.61M Buy
+24,428
New +$5.61M 0.78% 45

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Strategic Planning Group's WM Position: Q3 2026 in Review

Strategic Planning Group sold out of Waste Management (WM) in Q3 2026, closing a stake of 25,760 shares — an estimated $5.74M sold.

Strategic Planning Group first reported a position in WM in Q1 2026 and held it in 2 quarters. The position peaked at $5.74M in Q2 2026. 679 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Strategic Planning Group reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Strategic Planning Group sold 25,760 Waste Management shares in Q3 2026, an estimated $5.74M.
  • Strategic Planning Group first reported a position in Waste Management in Q1 2026 and held it in 2 quarters.
  • Strategic Planning Group's Waste Management position peaked at $5.74M in Q2 2026.
  • 679 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.