Unique Wealth
WM icon

Unique Wealth’s Waste Management WM Stock Holding History

Unique Wealth’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 		$1.47M Buy
7,229
+2
+0% +$448 0.17% 80
2026
Q2 		$1.61M Buy
7,227
+37
+0.5% +$8.23K 0.19% 75
2026
Q1 		$1.65M Buy
7,190
+306
+4% +$70.3K 0.23% 58
2025
Q4 		$1.51M Buy
6,884
+10
+0.1% +$2.13K 0.21% 74
2025
Q3 		$1.52M Buy
6,874
+12
+0.2% +$2.7K 0.22% 75
2025
Q2 		$1.57M Buy
6,862
+46
+0.7% +$10.7K 0.25% 73
2025
Q1 		$1.58M Buy
6,816
+8
+0.1% +$1.77K 0.3% 66
2024
Q4 		$1.37M Sell
6,808
-10
-0.1% -$2.15K 0.29% 62
2024
Q3 		$1.42M Sell
6,818
-4
-0.1% -$835 0.32% 53
2024
Q2 		$1.46M Buy
6,822
+9
+0.1% +$1.87K 0.38% 40
2024
Q1 		$1.45M Buy
6,813
+525
+8% +$103K 0.41% 35
2023
Q4 		$1.13M Buy
6,288
+34
+0.5% +$5.7K 0.36% 30
2023
Q3 		$953K Hold
6,254
– – 0.4% 29
2023
Q2 		$1.08M Buy
6,254
+1,642
+36% +$271K 0.47% 22
2023
Q1 		$753K Sell
4,612
-5
-0.1% -$766 0.36% 24
2022
Q4 		$724K Buy
+4,617
New +$743K 0.39% 25

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth's WM Position: Q3 2026 in Review

Unique Wealth increased its Waste Management (WM) stake by 0.03% in Q3 2026, buying an estimated $448 and bringing the position to 7,229 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #80.

Unique Wealth first reported a position in WM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q1 2026. 957 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Unique Wealth held 7,229 shares of Waste Management worth $1.47M as of Q3 2026.
  • Unique Wealth bought 2 Waste Management shares in Q3 2026, an estimated $448.
  • Waste Management made up 0.17% of Unique Wealth's portfolio in Q3 2026, its #80 holding.
  • Unique Wealth first reported a position in Waste Management in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's Waste Management position peaked at $1.65M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.