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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
Q3 		$388K Buy
1,901
+18
+1% +$4.03K 0.04% 394
2026
Q2 		$420K Buy
1,883
+264
+16% +$58.7K 0.04% 353
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 $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

United Advisor Group's WM Position: Q3 2026 in Review

United Advisor Group increased its Waste Management (WM) stake by 0.96% in Q3 2026, buying an estimated $4.03K and bringing the position to 1,901 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #394.

United Advisor Group first reported a position in WM in Q2 2024 and has held it in 10 quarters since. The position peaked at $420K in Q2 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • United Advisor Group held 1,901 shares of Waste Management worth $388K as of Q3 2026.
  • United Advisor Group bought 18 Waste Management shares in Q3 2026, an estimated $4.03K.
  • Waste Management made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #394 holding.
  • United Advisor Group first reported a position in Waste Management in Q2 2024 and has held it in 10 quarters since.
  • United Advisor Group's Waste Management position peaked at $420K in Q2 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.