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United Advisor Group’s Waste Management WM Stock Holding History

United Advisor Group’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 		$372K Buy
1,619
+36
+2% +$8.27K 0.05% 345
2025
Q4 		$348K Sell
1,583
-28
-2% -$5.97K 0.04% 347
2025
Q3 		$356K Buy
1,611
+537
+50% +$121K 0.05% 326
2025
Q2 		$246K Buy
1,074
+66
+7% +$15.3K 0.04% 350
2025
Q1 		$233K Sell
1,008
-808
-44% -$179K 0.05% 317
2024
Q4 		$367K Buy
1,816
+618
+52% +$133K 0.07% 254
2024
Q3 		$249K Buy
1,198
+259
+28% +$54K 0.06% 298
2024
Q2 		$200K Buy
+939
New +$195K 0.06% 257

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 $34.1B AUM 20.22% 1-Year Est. Return

United Advisor Group's WM Position: Q1 2026 in Review

United Advisor Group increased its Waste Management (WM) stake by 2.3% in Q1 2026, buying an estimated $8.27K and bringing the position to 1,619 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #345.

United Advisor Group first reported a position in WM in Q2 2024 and has held it in 8 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • United Advisor Group held 1,619 shares of Waste Management worth $372K as of Q1 2026.
  • United Advisor Group bought 36 Waste Management shares in Q1 2026, an estimated $8.27K.
  • Waste Management made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #345 holding.
  • United Advisor Group first reported a position in Waste Management in Q2 2024 and has held it in 8 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.