Wealth Enhancement Advisory Services’s Waste Management WM Stock Holding History

Wealth Enhancement Advisory Services’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
2024 Q4	–	Sell	-5,100	Closed	-$13.9K	–	3126
2024 Q3	$13.9K	Buy	5,100 +4,100	+410%	+$855K	﹤0.01%	2697
2024 Q2	$9.4K	Sell	1,000 -3,500	-78%	-$728K	﹤0.01%	2520
2024 Q1	$2.02K	Sell	4,500 -1,600	-26%	-$314K	﹤0.01%	2454
2023 Q4	$11.6K	Hold	6,100	–	–	﹤0.01%	2278
2023 Q3	$32.3K	Buy	+6,100	New	+$987K	﹤0.01%	2176

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's WM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Waste Management (WM) stake by 16% in Q2 2026, buying an estimated $17.3M and bringing the position to 565,065 shares worth $118M. The position accounts for 0.2% of the portfolio, ranked #94.

Wealth Enhancement Advisory Services first reported a position in WM in Q3 2016 and has held it in 22 quarters since. The position peaked at $174M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Wealth Enhancement Advisory Services held 565,065 shares of Waste Management worth $118M as of Q2 2026.
Wealth Enhancement Advisory Services bought 77,843 Waste Management shares in Q2 2026, an estimated $17.3M.
Waste Management made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #94 holding.
Wealth Enhancement Advisory Services first reported a position in Waste Management in Q3 2016 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's Waste Management position peaked at $174M in Q4 2025.
1,479 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.