Wealth Enhancement Trust Services
WM icon

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

Wealth Enhancement Trust 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
2026
Q3 		$228K Buy
1,117
+792
+244% +$177K 0.02% 274
2026
Q2 		$72.4K Sell
325
-116
-26% -$25.8K 0.01% 425
2026
Q1 		$101K Sell
441
-18
-4% -$4.14K 0.01% 341
2025
Q4 		$101K Buy
+459
New +$97.8K 0.01% 323

Other funds holding WM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Wealth Enhancement Trust Services's WM Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Waste Management (WM) stake by 244% in Q3 2026, buying an estimated $177K and bringing the position to 1,117 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #274.

Wealth Enhancement Trust Services first reported a position in WM in Q4 2025 and has held it in 4 quarters since. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Wealth Enhancement Trust Services held 1,117 shares of Waste Management worth $228K as of Q3 2026.
  • Wealth Enhancement Trust Services bought 792 Waste Management shares in Q3 2026, an estimated $177K.
  • Waste Management made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #274 holding.
  • Wealth Enhancement Trust Services first reported a position in Waste Management in Q4 2025 and has held it in 4 quarters since.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.