WETS
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Waste Management (WM) stake by 26% in Q2 2026, selling an estimated $25.8K and leaving 325 shares worth $72.4K. The position accounts for 0.01% of the portfolio, ranked #425.

Wealth Enhancement Trust Services first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q1 2026. 1,931 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wealth Enhancement Trust Services held 325 shares of Waste Management worth $72.4K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 116 Waste Management shares in Q2 2026, an estimated $25.8K.
  • Waste Management made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #425 holding.
  • Wealth Enhancement Trust Services first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Waste Management position peaked at $101K in Q1 2026.
  • 1,931 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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