VisionPoint Advisory Group’s Waste Management WM Stock Holding History

VisionPoint Advisory Group’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	$220K	Sell	1,081 -103	-9%	-$23.1K	0.03%	423
2026 Q2	$264K	Buy	+1,184	New	+$263K	0.04%	394
2024 Q2	–	Sell	-21	Closed	-$4.48K	–	884
2024 Q1	$4.48K	Hold	21	–	–	﹤0.01%	562
2023 Q4	$3.76K	Sell	21 -33	-61%	-$5.53K	﹤0.01%	530
2023 Q3	$8.23K	Buy	+54	New	+$8.74K	﹤0.01%	459

Other funds holding WM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

VisionPoint Advisory Group's WM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Waste Management (WM) stake by 8.7% in Q3 2026, selling an estimated $23.1K and leaving 1,081 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #423.

VisionPoint Advisory Group first reported a position in WM in Q3 2023 and has held it in 5 quarters since. The position peaked at $264K in Q2 2026. 475 funds tracked by Wall St. Rank hold WM as of Q3 2026.

VisionPoint Advisory Group held 1,081 shares of Waste Management worth $220K as of Q3 2026.
VisionPoint Advisory Group sold 103 Waste Management shares in Q3 2026, an estimated $23.1K.
Waste Management made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #423 holding.
VisionPoint Advisory Group first reported a position in Waste Management in Q3 2023 and has held it in 5 quarters since.
VisionPoint Advisory Group's Waste Management position peaked at $264K in Q2 2026.
475 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.