United Capital Financial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.58M | Sell |
16,068
-623
| -4% | -$139K | 0.02% | 454 |
|
|
2026
Q1 | $3.84M | Buy |
16,691
+1,466
| +10% | +$337K | 0.02% | 416 |
|
|
2025
Q4 | $3.35M | Buy |
15,225
+721
| +5% | +$154K | 0.02% | 424 |
|
|
2025
Q3 | $3.2M | Sell |
14,504
-299
| -2% | -$67.3K | 0.02% | 368 |
|
|
2025
Q2 | $3.39M | Sell |
14,803
-303
| -2% | -$70.3K | 0.03% | 336 |
|
|
2025
Q1 | $3.5M | Buy |
15,106
+651
| +5% | +$144K | 0.03% | 324 |
|
|
2024
Q4 | $2.92M | Sell |
14,455
-321
| -2% | -$68.9K | 0.02% | 348 |
|
|
2024
Q3 | $3.07M | Buy |
14,776
+599
| +4% | +$125K | 0.03% | 338 |
|
|
2024
Q2 | $3.02M | Sell |
14,177
-1,078
| -7% | -$224K | 0.03% | 333 |
|
|
2024
Q1 | $3.25M | Sell |
15,255
-715
| -4% | -$141K | 0.03% | 343 |
|
|
2023
Q4 | $2.86M | Buy |
15,970
+5,065
| +46% | +$849K | 0.02% | 359 |
|
|
2023
Q3 | $1.66M | Sell |
10,905
-2,570
| -19% | -$416K | 0.01% | 449 |
|
|
2023
Q2 | $2.34M | Sell |
13,475
-6,353
| -32% | -$1.05M | 0.01% | 422 |
|
|
2023
Q1 | $3.24M | Buy |
19,828
+2,357
| +13% | +$361K | 0.02% | 378 |
|
|
2022
Q4 | $2.74M | Sell |
17,471
-1,081
| -6% | -$174K | 0.02% | 428 |
|
|
2022
Q3 | $2.97M | Buy |
18,552
+1,728
| +10% | +$285K | 0.02% | 408 |
|
|
2022
Q2 | $2.57M | Buy |
16,824
+653
| +4% | +$102K | 0.01% | 447 |
|
|
2022
Q1 | $2.56M | Buy |
16,171
+1,354
| +9% | +$205K | 0.01% | 473 |
|
|
2021
Q4 | $2.47M | Sell |
14,817
-109
| -0.7% | -$17.5K | 0.01% | 493 |
|
|
2021
Q3 | $2.23M | Sell |
14,926
-5,365
| -26% | -$803K | 0.01% | 505 |
|
|
2021
Q2 | $2.84M | Buy |
20,291
+1,119
| +6% | +$155K | 0.01% | 473 |
|
|
2021
Q1 | $2.47M | Buy |
19,172
+3,688
| +24% | +$431K | 0.01% | 467 |
|
|
2020
Q4 | $1.83M | Buy |
15,484
+1,531
| +11% | +$179K | 0.01% | 526 |
|
|
2020
Q3 | $1.58M | Buy |
13,953
+202
| +1% | +$22.3K | 0.01% | 558 |
|
|
2020
Q2 | $1.46M | Sell |
13,751
-6,202
| -31% | -$626K | 0.01% | 579 |
|
|
2020
Q1 | $1.85M | Sell |
19,953
-6,107
| -23% | -$701K | 0.02% | 512 |
|
|
2019
Q4 | $2.97M | Buy |
26,060
+6,439
| +33% | +$727K | 0.02% | 524 |
|
|
2019
Q3 | $2.26M | Sell |
19,621
-20,544
| -51% | -$2.4M | 0.02% | 569 |
|
|
2019
Q2 | $4.63M | Buy |
40,165
+7,735
| +24% | +$839K | 0.03% | 440 |
|
|
2019
Q1 | $3.37M | Sell |
32,430
-20,022
| -38% | -$1.95M | 0.02% | 485 |
|
|
2018
Q4 | $4.67M | Sell |
52,452
-767
| -1% | -$68.9K | 0.04% | 395 |
|
|
2018
Q3 | $4.81M | Buy |
53,219
+1,469
| +3% | +$130K | 0.03% | 440 |
|
|
2018
Q2 | $4.21M | Sell |
51,750
-3,913
| -7% | -$324K | 0.03% | 447 |
|
|
2018
Q1 | $4.68M | Sell |
55,663
-4,227
| -7% | -$363K | 0.04% | 423 |
|
|
2017
Q4 | $5.17M | Buy |
59,890
+3,034
| +5% | +$247K | 0.04% | 408 |
|
|
2017
Q3 | $4.45M | Buy |
56,856
+20,098
| +55% | +$1.53M | 0.04% | 411 |
|
|
2017
Q2 | $2.7M | Sell |
36,758
-69
| -0.2% | -$5.02K | 0.02% | 505 |
|
|
2017
Q1 | $2.69M | Sell |
36,827
-2,227
| -6% | -$159K | 0.03% | 492 |
|
|
2016
Q4 | $2.77M | Buy |
39,054
+5,382
| +16% | +$360K | 0.03% | 488 |
|
|
2016
Q3 | $2.15M | Sell |
33,672
-203,218
| -86% | -$13.3M | 0.02% | 568 |
|
|
2016
Q2 | $15.6M | Buy |
236,890
+740
| +0.3% | +$44.7K | 0.16% | 147 |
|
|
2016
Q1 | $13.9M | Sell |
236,150
-3,922
| -2% | -$217K | 0.15% | 142 |
|
|
2015
Q4 | $12.8M | Sell |
240,072
-2,433
| -1% | -$129K | 0.15% | 152 |
|
|
2015
Q3 | $12.1M | Buy |
242,505
+118
| +0% | +$5.88K | 0.15% | 155 |
|
|
2015
Q2 | $11.2M | Sell |
242,387
-7,332
| -3% | -$369K | 0.13% | 184 |
|
|
2015
Q1 | $12.4M | Buy |
249,719
+243,748
| +4,082% | +$13M | 0.15% | 168 |
|
|
2014
Q4 | $306K | Buy |
+5,971
| New | +$291K | ﹤0.01% | 952 |
|
|
2014
Q3 | – | Sell |
-126,182
| Closed | -$5.64M | – | 1126 |
|
|
2014
Q2 | $5.64M | Sell |
126,182
-12,222
| -9% | -$532K | 0.1% | 216 |
|
|
2014
Q1 | $5.82M | Buy |
138,404
+81,351
| +143% | +$3.41M | 0.12% | 189 |
|
|
2013
Q4 | $2.56M | Sell |
57,053
-82,437
| -59% | -$3.6M | 0.09% | 209 |
|
|
2013
Q3 | $5.75M | Sell |
139,490
-13,079
| -9% | -$545K | 0.18% | 123 |
|
|
2013
Q2 | $6.15M | Buy |
+152,569
| New | +$6.16M | 0.16% | 159 |
|
Other funds holding WM
United Capital Financial Advisors's WM Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Waste Management (WM) stake by 3.7% in Q2 2026, selling an estimated $139K and leaving 16,068 shares worth $3.58M. The position accounts for 0.02% of the portfolio, ranked #454.
United Capital Financial Advisors first reported a position in WM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q2 2016. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- United Capital Financial Advisors held 16,068 shares of Waste Management worth $3.58M as of Q2 2026.
- United Capital Financial Advisors sold 623 Waste Management shares in Q2 2026, an estimated $139K.
- Waste Management made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #454 holding.
- United Capital Financial Advisors first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Waste Management position peaked at $15.6M in Q2 2016.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.