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Triad Wealth Partners’s Waste Management WM Stock Holding History

Triad Wealth 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
Q1 		$368K Buy
1,602
+92
+6% +$21.1K 0.03% 349
2025
Q4 		$332K Buy
+1,510
New +$322K 0.03% 360
2024
Q3 		– Sell
-345
Closed -$73.6K – 946
2024
Q2 		$73.6K Buy
+345
New +$71.7K 0.04% 179

Other funds holding WM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Triad Wealth Partners's WM Position: Q1 2026 in Review

Triad Wealth Partners increased its Waste Management (WM) stake by 6.1% in Q1 2026, buying an estimated $21.1K and bringing the position to 1,602 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #349.

Triad Wealth Partners first reported a position in WM in Q2 2024 and has held it in 3 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Triad Wealth Partners held 1,602 shares of Waste Management worth $368K as of Q1 2026.
  • Triad Wealth Partners bought 92 Waste Management shares in Q1 2026, an estimated $21.1K.
  • Waste Management made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #349 holding.
  • Triad Wealth Partners first reported a position in Waste Management in Q2 2024 and has held it in 3 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.