Values First Advisors
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Values First Advisors’s Waste Management WM Stock Holding History

Values First Advisors’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 		$578K Buy
2,834
+981
+53% +$220K 0.27% 97
2026
Q2 		$413K Hold
1,853
– – 0.19% 127
2026
Q1 		$426K Sell
1,853
-40
-2% -$9.19K 0.22% 111
2025
Q4 		$416K Hold
1,893
– – 0.22% 113
2025
Q3 		$418K Sell
1,893
-22
-1% -$4.96K 0.22% 119
2025
Q2 		$438K Sell
1,915
-22
-1% -$5.1K 0.24% 114
2025
Q1 		$449K Sell
1,937
-43
-2% -$9.5K 0.26% 105
2024
Q4 		$400K Sell
1,980
-21
-1% -$4.51K 0.22% 112
2024
Q3 		$415K Sell
2,001
-19
-0.9% -$3.96K 0.23% 105
2024
Q2 		$431K Sell
2,020
-926
-31% -$192K 0.26% 93
2024
Q1 		$628K Buy
2,946
+63
+2% +$12.4K 0.37% 76
2023
Q4 		$516K Buy
2,883
+470
+19% +$78.8K 0.31% 100
2023
Q3 		$368K Sell
2,413
-113
-4% -$18.3K 0.24% 109
2023
Q2 		$438K Hold
2,526
– – 0.26% 102
2023
Q1 		$412K Sell
2,526
-35
-1% -$5.36K 0.26% 101
2022
Q4 		$402K Sell
2,561
-25
-1% -$4.02K 0.28% 96
2022
Q3 		$414K Hold
2,586
– – 0.3% 93
2022
Q2 		$396K Hold
2,586
– – 0.28% 96
2022
Q1 		$410K Sell
2,586
-2
-0.1% -$303 0.26% 105
2021
Q4 		$432K Sell
2,588
-40
-2% -$6.43K 0.26% 105
2021
Q3 		$392K Buy
2,628
+10
+0.4% +$1.5K 0.25% 109
2021
Q2 		$367K Sell
2,618
-74
-3% -$10.2K 0.25% 114
2021
Q1 		$347K Buy
+2,692
New +$315K 0.26% 116

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Values First Advisors's WM Position: Q3 2026 in Review

Values First Advisors increased its Waste Management (WM) stake by 53% in Q3 2026, buying an estimated $220K and bringing the position to 2,834 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #97.

Values First Advisors first reported a position in WM in Q1 2021 and has held it in 23 quarters since. The position peaked at $628K in Q1 2024. 888 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Values First Advisors held 2,834 shares of Waste Management worth $578K as of Q3 2026.
  • Values First Advisors bought 981 Waste Management shares in Q3 2026, an estimated $220K.
  • Waste Management made up 0.27% of Values First Advisors's portfolio in Q3 2026, its #97 holding.
  • Values First Advisors first reported a position in Waste Management in Q1 2021 and has held it in 23 quarters since.
  • Values First Advisors's Waste Management position peaked at $628K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.