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Univest Financial’s Waste Management WM Stock Holding History

Univest Financial’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 		$3.02M Sell
13,131
-538
-4% -$124K 0.17% 95
2025
Q4 		$3M Buy
13,669
+885
+7% +$189K 0.16% 98
2025
Q3 		$2.82M Buy
12,784
+359
+3% +$80.9K 0.16% 99
2025
Q2 		$2.84M Buy
12,425
+854
+7% +$198K 0.17% 97
2025
Q1 		$2.68M Sell
11,571
-219
-2% -$48.5K 0.18% 97
2024
Q4 		$2.38M Buy
11,790
+110
+0.9% +$23.6K 0.15% 108
2024
Q3 		$2.42M Buy
11,680
+9,796
+520% +$2.04M 0.16% 101
2024
Q2 		$402K Sell
1,884
-185
-9% -$38.5K 0.11% 82
2024
Q1 		$441K Sell
2,069
-1,047
-34% -$206K 0.12% 68
2023
Q4 		$558K Sell
3,116
-25
-0.8% -$4.19K 0.17% 65
2023
Q3 		$479K Buy
3,141
+83
+3% +$13.4K 0.16% 59
2023
Q2 		$530K Buy
3,058
+60
+2% +$9.92K 0.16% 59
2023
Q1 		$489K Buy
2,998
+80
+3% +$12.3K 0.15% 61
2022
Q4 		$458K Sell
2,918
-431
-13% -$69.4K 0.14% 70
2022
Q3 		$537K Sell
3,349
-316
-9% -$52.2K 0.18% 69
2022
Q2 		$561K Sell
3,665
-140
-4% -$21.9K 0.18% 61
2022
Q1 		$603K Sell
3,805
-148
-4% -$22.4K 0.17% 62
2021
Q4 		$660K Sell
3,953
-385
-9% -$61.9K 0.17% 57
2021
Q3 		$648K Sell
4,338
-306
-7% -$45.8K 0.18% 54
2021
Q2 		$651K Sell
4,644
-541
-10% -$74.8K 0.18% 54
2021
Q1 		$669K Buy
5,185
+435
+9% +$50.8K 0.19% 55
2020
Q4 		$560K Sell
4,750
-762
-14% -$88.9K 0.16% 63
2020
Q3 		$624K Buy
5,512
+966
+21% +$107K 0.2% 60
2020
Q2 		$481K Sell
4,546
-472
-9% -$47.7K 0.16% 66
2020
Q1 		$464K Buy
+5,018
New +$576K 0.18% 72
2014
Q1 		– Sell
-6,870
Closed -$308K – 80
2013
Q4 		$308K Buy
6,870
+587
+9% +$25.6K 0.15% 68
2013
Q3 		$259K Buy
+6,283
New +$262K 0.14% 71

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

Univest Financial's WM Position: Q1 2026 in Review

Univest Financial reduced its Waste Management (WM) stake by 3.9% in Q1 2026, selling an estimated $124K and leaving 13,131 shares worth $3.02M. The position accounts for 0.17% of the portfolio, ranked #95.

Univest Financial first reported a position in WM in Q3 2013 and has held it in 27 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Univest Financial held 13,131 shares of Waste Management worth $3.02M as of Q1 2026.
  • Univest Financial sold 538 Waste Management shares in Q1 2026, an estimated $124K.
  • Waste Management made up 0.17% of Univest Financial's portfolio in Q1 2026, its #95 holding.
  • Univest Financial first reported a position in Waste Management in Q3 2013 and has held it in 27 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.