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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
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 $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Unique Wealth's WM Position: Q2 2026 in Review

Unique Wealth increased its Waste Management (WM) stake by 0.51% in Q2 2026, buying an estimated $8.23K and bringing the position to 7,227 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #75.

Unique Wealth first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q1 2026. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Unique Wealth held 7,227 shares of Waste Management worth $1.61M as of Q2 2026.
  • Unique Wealth bought 37 Waste Management shares in Q2 2026, an estimated $8.23K.
  • Waste Management made up 0.19% of Unique Wealth's portfolio in Q2 2026, its #75 holding.
  • Unique Wealth first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's Waste Management position peaked at $1.65M in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.