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United Asset Strategies’s Waste Management WM Stock Holding History

United Asset Strategies’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 		$7.48M Buy
33,563
+1,919
+6% +$427K 0.53% 52
2026
Q1 		$7.27M Sell
31,644
-35,022
-53% -$8.05M 0.58% 52
2025
Q4 		$14.6M Buy
66,666
+1,475
+2% +$314K 1.13% 26
2025
Q3 		$14.4M Buy
65,191
+1,163
+2% +$262K 1.15% 27
2025
Q2 		$14.7M Sell
64,028
-951
-1% -$221K 1.25% 20
2025
Q1 		$15M Buy
64,979
+720
+1% +$159K 1.4% 18
2024
Q4 		$13M Buy
64,259
+980
+2% +$210K 1.19% 25
2024
Q3 		$13.1M Buy
63,279
+1,475
+2% +$308K 1.22% 24
2024
Q2 		$13.2M Buy
61,804
+939
+2% +$195K 1.3% 27
2024
Q1 		$13M Buy
60,865
+619
+1% +$122K 1.3% 23
2023
Q4 		$10.8M Buy
60,246
+826
+1% +$139K 1.21% 28
2023
Q3 		$9.06M Buy
59,420
+453
+0.8% +$73.3K 1.17% 27
2023
Q2 		$10.2M Buy
58,967
+1,069
+2% +$177K 1.27% 24
2023
Q1 		$9.45M Sell
57,898
-630
-1% -$96.5K 1.25% 24
2022
Q4 		$9.18M Sell
58,528
-632
-1% -$102K 1.28% 24
2022
Q3 		$9.48M Sell
59,160
-905
-2% -$149K 1.46% 19
2022
Q2 		$9.19M Sell
60,065
-466
-0.8% -$73K 1.34% 26
2022
Q1 		$9.59M Sell
60,531
-3,285
-5% -$498K 1.22% 32
2021
Q4 		$10.7M Sell
63,816
-236
-0.4% -$37.9K 1.27% 28
2021
Q3 		$9.57M Buy
64,052
+742
+1% +$111K 1.23% 32
2021
Q2 		$8.87M Sell
63,310
-2,096
-3% -$290K 1.18% 34
2021
Q1 		$8.44M Buy
65,406
+965
+1% +$113K 1.22% 33
2020
Q4 		$7.6M Buy
64,441
+1,294
+2% +$151K 1.19% 34
2020
Q3 		$7.15M Buy
63,147
+491
+0.8% +$54.3K 1.31% 27
2020
Q2 		$6.64M Buy
62,656
+3,420
+6% +$345K 1.31% 26
2020
Q1 		$5.48M Buy
59,236
+1,558
+3% +$179K 1.36% 24
2019
Q4 		$6.57M Buy
57,678
+3,311
+6% +$374K 1.28% 23
2019
Q3 		$6.25M Sell
54,367
-167
-0.3% -$19.5K 1.37% 22
2019
Q2 		$6.29M Sell
54,534
-1,397
-2% -$152K 1.45% 20
2019
Q1 		$5.81M Sell
55,931
-615
-1% -$60K 1.37% 20
2018
Q4 		$5.03M Sell
56,546
-942
-2% -$84.6K 1.37% 21
2018
Q3 		$5.2M Sell
57,488
-491
-0.8% -$43.5K 1.22% 25
2018
Q2 		$4.72M Buy
57,979
+1,978
+4% +$164K 1.25% 23
2018
Q1 		$4.71M Sell
56,001
-54
-0.1% -$4.63K 1.39% 23
2017
Q4 		$4.84M Buy
+56,055
New +$4.56M 1.3% 22
2017
Q3 		– Sell
-56,333
Closed -$4.13M – 169
2017
Q2 		$4.13M Sell
56,333
-857
-1% -$62.4K 1.23% 34
2017
Q1 		$4.17M Sell
57,190
-891
-2% -$63.6K 1.27% 32
2016
Q4 		$4.12M Sell
58,081
-1,884
-3% -$126K 1.34% 30
2016
Q3 		$3.82M Sell
59,965
-131
-0.2% -$8.56K 1.34% 29
2016
Q2 		$3.98M Sell
60,096
-567
-0.9% -$34.3K 1.49% 28
2016
Q1 		$3.58M Sell
60,663
-231
-0.4% -$12.8K 1.6% 20
2015
Q4 		$3.25M Buy
60,894
+150
+0.2% +$7.97K 1.41% 25
2015
Q3 		$3.03M Buy
+60,744
New +$3.03M 1.39% 27

Other funds holding WM

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

United Asset Strategies's WM Position: Q2 2026 in Review

United Asset Strategies increased its Waste Management (WM) stake by 6.1% in Q2 2026, buying an estimated $427K and bringing the position to 33,563 shares worth $7.48M. The position accounts for 0.53% of the portfolio, ranked #52.

United Asset Strategies first reported a position in WM in Q3 2015 and has held it in 43 quarters since. The position peaked at $15M in Q1 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • United Asset Strategies held 33,563 shares of Waste Management worth $7.48M as of Q2 2026.
  • United Asset Strategies bought 1,919 Waste Management shares in Q2 2026, an estimated $427K.
  • Waste Management made up 0.53% of United Asset Strategies's portfolio in Q2 2026, its #52 holding.
  • United Asset Strategies first reported a position in Waste Management in Q3 2015 and has held it in 43 quarters since.
  • United Asset Strategies's Waste Management position peaked at $15M in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.