Triad Wealth Partners
WM icon

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
Q3 		$336K Sell
1,647
-226
-12% -$50.6K 0.02% 407
2026
Q2 		$424K Buy
1,873
+271
+17% +$60.3K 0.03% 359
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Triad Wealth Partners's WM Position: Q3 2026 in Review

Triad Wealth Partners reduced its Waste Management (WM) stake by 12% in Q3 2026, selling an estimated $50.6K and leaving 1,647 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #407.

Triad Wealth Partners first reported a position in WM in Q2 2024 and has held it in 5 quarters since. The position peaked at $424K in Q2 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Triad Wealth Partners held 1,647 shares of Waste Management worth $336K as of Q3 2026.
  • Triad Wealth Partners sold 226 Waste Management shares in Q3 2026, an estimated $50.6K.
  • Waste Management made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #407 holding.
  • Triad Wealth Partners first reported a position in Waste Management in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Waste Management position peaked at $424K in Q2 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.