Valeo 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 | $2.22M | Buy |
9,961
+70
| +0.7% | +$15.6K | 0.05% | 163 |
|
|
2026
Q1 | $2.27M | Sell |
9,891
-1,432
| -13% | -$329K | 0.05% | 148 |
|
|
2025
Q4 | $2.49M | Sell |
11,323
-1,102
| -9% | -$235K | 0.06% | 151 |
|
|
2025
Q3 | $2.74M | Sell |
12,425
-698
| -5% | -$157K | 0.06% | 134 |
|
|
2025
Q2 | $3M | Buy |
13,123
+2,240
| +21% | +$520K | 0.07% | 128 |
|
|
2025
Q1 | $2.52M | Buy |
10,883
+1,563
| +17% | +$346K | 0.07% | 128 |
|
|
2024
Q4 | $1.88M | Sell |
9,320
-125
| -1% | -$26.8K | 0.05% | 158 |
|
|
2024
Q3 | $1.96M | Sell |
9,445
-106
| -1% | -$22.1K | 0.06% | 158 |
|
|
2024
Q2 | $2.04M | Sell |
9,551
-139
| -1% | -$28.9K | 0.06% | 142 |
|
|
2024
Q1 | $2.04M | Buy |
9,690
+12
| +0.1% | +$2.36K | 0.07% | 141 |
|
|
2023
Q4 | $1.73M | Buy |
9,678
+536
| +6% | +$89.9K | 0.07% | 148 |
|
|
2023
Q3 | $1.39M | Sell |
9,142
-233
| -2% | -$37.7K | 0.06% | 162 |
|
|
2023
Q2 | $1.63M | Buy |
9,375
+739
| +9% | +$122K | 0.07% | 145 |
|
|
2023
Q1 | $1.41M | Buy |
8,636
+335
| +4% | +$51.3K | 0.07% | 173 |
|
|
2022
Q4 | $1.3M | Buy |
8,301
+994
| +14% | +$160K | 0.07% | 164 |
|
|
2022
Q3 | $1.17M | Buy |
7,307
+149
| +2% | +$24.6K | 0.07% | 154 |
|
|
2022
Q2 | $1.09M | Sell |
7,158
-460
| -6% | -$72K | 0.07% | 153 |
|
|
2022
Q1 | $1.21M | Buy |
7,618
+1,133
| +17% | +$172K | 0.06% | 177 |
|
|
2021
Q4 | $1.08M | Sell |
6,485
-932
| -13% | -$150K | 0.06% | 179 |
|
|
2021
Q3 | $1.11M | Buy |
7,417
+4,545
| +158% | +$680K | 0.06% | 173 |
|
|
2021
Q2 | $402K | Sell |
2,872
-1
| -0% | -$138 | 0.02% | 304 |
|
|
2021
Q1 | $371K | Sell |
2,873
-343
| -11% | -$40.1K | 0.02% | 322 |
|
|
2020
Q4 | $379K | Buy |
3,216
+703
| +28% | +$82K | 0.02% | 289 |
|
|
2020
Q3 | $284K | Sell |
2,513
-679
| -21% | -$75K | 0.02% | 264 |
|
|
2020
Q2 | $338K | Buy |
3,192
+781
| +32% | +$78.9K | 0.03% | 235 |
|
|
2020
Q1 | $240K | Sell |
2,411
-1,857
| -44% | -$213K | 0.03% | 265 |
|
|
2019
Q4 | $486K | Buy |
4,268
+31
| +0.7% | +$3.5K | 0.05% | 189 |
|
|
2019
Q3 | $487K | Sell |
4,237
-874
| -17% | -$102K | 0.05% | 172 |
|
|
2019
Q2 | $590K | Buy |
5,111
+86
| +2% | +$9.33K | 0.07% | 167 |
|
|
2019
Q1 | $522K | Buy |
5,025
+938
| +23% | +$91.5K | 0.06% | 174 |
|
|
2018
Q4 | $364K | Sell |
4,087
-27
| -0.7% | -$2.42K | 0.05% | 189 |
|
|
2018
Q3 | $368K | Buy |
4,114
+787
| +24% | +$69.8K | 0.05% | 191 |
|
|
2018
Q2 | $299K | Buy |
3,327
+527
| +19% | +$43.6K | 0.04% | 226 |
|
|
2018
Q1 | $236K | Buy |
2,800
+18
| +0.6% | +$1.54K | 0.04% | 235 |
|
|
2017
Q4 | $240K | Buy |
2,782
+2,352
| +547% | +$191K | 0.04% | 218 |
|
|
2017
Q3 | $34K | Buy |
+430
| New | +$32.7K | 0.01% | 472 |
|
Other funds holding WM
Valeo Financial Advisors's WM Position: Q2 2026 in Review
Valeo Financial Advisors increased its Waste Management (WM) stake by 0.71% in Q2 2026, buying an estimated $15.6K and bringing the position to 9,961 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #163.
Valeo Financial Advisors first reported a position in WM in Q3 2017 and has held it in 36 quarters since. The position peaked at $3M in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Valeo Financial Advisors held 9,961 shares of Waste Management worth $2.22M as of Q2 2026.
- Valeo Financial Advisors bought 70 Waste Management shares in Q2 2026, an estimated $15.6K.
- Waste Management made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #163 holding.
- Valeo Financial Advisors first reported a position in Waste Management in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Waste Management position peaked at $3M in Q2 2025.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.