True Wealth Design’s Waste Management WM Stock Holding History

True Wealth Design’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 Q2	$77.5K	Sell	348 -5	-1%	-$1.11K	0.02%	334
2026 Q1	$81.1K	Buy	353 +132	+60%	+$30.3K	0.02%	263
2025 Q4	$48.5K	Sell	221 -35	-14%	-$7.46K	0.01%	342
2025 Q3	$56.6K	Buy	256 +43	+20%	+$9.69K	0.02%	288
2025 Q2	$48.8K	Buy	213 +27	+15%	+$6.26K	0.02%	207
2025 Q1	$43.1K	Buy	186 +24	+15%	+$5.32K	0.02%	213
2024 Q4	$32.7K	Buy	162 +5	+3%	+$1.07K	0.01%	249
2024 Q3	$32.6K	Hold	157	–	–	0.01%	224
2024 Q2	$33.5K	Buy	157 +2	+1%	+$416	0.01%	186
2024 Q1	$33K	Buy	155 +5	+3%	+$983	0.01%	183
2023 Q4	$26.8K	Hold	150	–	–	0.01%	185
2023 Q3	$22.8K	Hold	150	–	–	0.01%	173
2023 Q2	$26K	Hold	150	–	–	0.01%	179
2023 Q1	$24.4K	Hold	150	–	–	0.01%	192
2022 Q4	$23.5K	Buy	+150	New	+$24.1K	0.01%	180

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

True Wealth Design's WM Position: Q2 2026 in Review

True Wealth Design reduced its Waste Management (WM) stake by 1.4% in Q2 2026, selling an estimated $1.11K and leaving 348 shares worth $77.5K. The position accounts for 0.02% of the portfolio, ranked #334.

True Wealth Design first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.1K in Q1 2026. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

True Wealth Design held 348 shares of Waste Management worth $77.5K as of Q2 2026.
True Wealth Design sold 5 Waste Management shares in Q2 2026, an estimated $1.11K.
Waste Management made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #334 holding.
True Wealth Design first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Waste Management position peaked at $81.1K in Q1 2026.
564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.