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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

VisionPoint Advisory Group's WM Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Waste Management (WM) in Q2 2026: 1,184 shares worth $264K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in WM as recently as Q1 2024.

VisionPoint Advisory Group first reported a position in WM in Q3 2023 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • VisionPoint Advisory Group held 1,184 shares of Waste Management worth $264K as of Q2 2026.
  • Waste Management was a new VisionPoint Advisory Group position in Q2 2026.
  • Waste Management made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #394 holding.
  • VisionPoint Advisory Group first reported a position in Waste Management in Q3 2023 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.