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Tilia Fiduciary Partners’s Waste Management WM Stock Holding History

Tilia Fiduciary Partners’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 		$320K Sell
1,569
-11
-0.7% -$2.46K 0.15% 89
2026
Q2 		$352K Sell
1,580
-48
-3% -$10.7K 0.17% 95
2026
Q1 		$374K Buy
1,628
+82
+5% +$18.8K 0.21% 88
2025
Q4 		$340K Hold
1,546
– – 0.19% 94
2025
Q3 		$341K Sell
1,546
-9
-0.6% -$2.03K 0.2% 90
2025
Q2 		$356K Hold
1,555
– – 0.22% 90
2025
Q1 		$360K Sell
1,555
-5
-0.3% -$1.11K 0.24% 87
2024
Q4 		$315K Sell
1,560
-34
-2% -$7.3K 0.21% 91
2024
Q3 		$331K Buy
1,594
+27
+2% +$5.63K 0.23% 89
2024
Q2 		$334K Sell
1,567
-64
-4% -$13.3K 0.26% 82
2024
Q1 		$348K Sell
1,631
-33
-2% -$6.48K 0.28% 81
2023
Q4 		$298K Sell
1,664
-388
-19% -$65.1K 0.28% 83
2023
Q3 		$313K Buy
2,052
+187
+10% +$30.3K 0.33% 80
2023
Q2 		$323K Sell
1,865
-151
-7% -$25K 0.29% 76
2023
Q1 		$329K Sell
2,016
-379
-16% -$58K 0.31% 82
2022
Q4 		$376K Sell
2,395
-921
-28% -$148K 0.36% 77
2022
Q3 		$518K Sell
3,316
-4,635
-58% -$765K 0.52% 63
2022
Q2 		$1.2M Buy
7,951
+125
+2% +$19.6K 1.15% 21
2022
Q1 		$1.24M Sell
7,826
-123
-2% -$18.6K 1.05% 25
2021
Q4 		$1.33M Buy
+7,949
New +$1.28M 1.07% 25

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Assenagon Asset Management
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Wealth Enhancement Advisory Services
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
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Tilia Fiduciary Partners's WM Position: Q3 2026 in Review

Tilia Fiduciary Partners reduced its Waste Management (WM) stake by 0.7% in Q3 2026, selling an estimated $2.46K and leaving 1,569 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #89.

Tilia Fiduciary Partners first reported a position in WM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q4 2021. 384 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Tilia Fiduciary Partners held 1,569 shares of Waste Management worth $320K as of Q3 2026.
  • Tilia Fiduciary Partners sold 11 Waste Management shares in Q3 2026, an estimated $2.46K.
  • Waste Management made up 0.15% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #89 holding.
  • Tilia Fiduciary Partners first reported a position in Waste Management in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's Waste Management position peaked at $1.33M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.