Vest Financial
WM icon

Vest Financial’s Waste Management WM Stock Holding History

Vest 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
Q3 		$7.99M Sell
39,199
-448
-1% -$100K 0.08% 190
2026
Q2 		$8.84M Buy
39,647
+639
+2% +$142K 0.09% 172
2026
Q1 		$8.96M Buy
39,008
+5,735
+17% +$1.32M 0.11% 155
2025
Q4 		$7.31M Sell
33,273
-535
-2% -$114K 0.09% 154
2025
Q3 		$7.47M Buy
33,808
+6,502
+24% +$1.46M 0.1% 148
2025
Q2 		$6.25M Buy
27,306
+7,698
+39% +$1.79M 0.09% 147
2025
Q1 		$4.54M Buy
19,608
+8,307
+74% +$1.84M 0.07% 149
2024
Q4 		$2.28M Buy
11,301
+1,797
+19% +$386K 0.04% 197
2024
Q3 		$1.97M Buy
9,504
+6,347
+201% +$1.32M 0.04% 129
2024
Q2 		$674K Buy
3,157
+759
+32% +$158K 0.02% 210
2024
Q1 		$511K Buy
+2,398
New +$471K 0.01% 215

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Vest Financial's WM Position: Q3 2026 in Review

Vest Financial reduced its Waste Management (WM) stake by 1.1% in Q3 2026, selling an estimated $100K and leaving 39,199 shares worth $7.99M. The position accounts for 0.08% of the portfolio, ranked #190.

Vest Financial first reported a position in WM in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.96M in Q1 2026. 1,001 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Vest Financial held 39,199 shares of Waste Management worth $7.99M as of Q3 2026.
  • Vest Financial sold 448 Waste Management shares in Q3 2026, an estimated $100K.
  • Waste Management made up 0.08% of Vest Financial's portfolio in Q3 2026, its #190 holding.
  • Vest Financial first reported a position in Waste Management in Q1 2024 and has held it in 11 quarters since.
  • Vest Financial's Waste Management position peaked at $8.96M in Q1 2026.
  • 1,001 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.