Wealthcare Advisory Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.2M | Sell |
23,344
-409
| -2% | -$91K | 0.1% | 176 |
|
|
2026
Q1 | $5.46M | Buy |
23,753
+496
| +2% | +$114K | 0.11% | 170 |
|
|
2025
Q4 | $5.11M | Buy |
23,257
+1,635
| +8% | +$348K | 0.1% | 176 |
|
|
2025
Q3 | $4.77M | Buy |
21,622
+308
| +1% | +$69.4K | 0.1% | 176 |
|
|
2025
Q2 | $4.88M | Buy |
21,314
+134
| +0.6% | +$31.1K | 0.11% | 157 |
|
|
2025
Q1 | $4.9M | Buy |
21,180
+243
| +1% | +$53.8K | 0.13% | 139 |
|
|
2024
Q4 | $4.22M | Buy |
20,937
+28
| +0.1% | +$6.01K | 0.12% | 153 |
|
|
2024
Q3 | $4.34M | Buy |
20,909
+362
| +2% | +$75.5K | 0.12% | 148 |
|
|
2024
Q2 | $4.38M | Buy |
20,547
+1,711
| +9% | +$356K | 0.14% | 129 |
|
|
2024
Q1 | $4.01M | Buy |
18,836
+2,961
| +19% | +$582K | 0.13% | 130 |
|
|
2023
Q4 | $2.84M | Buy |
15,875
+1,263
| +9% | +$212K | 0.11% | 149 |
|
|
2023
Q3 | $2.23M | Sell |
14,612
-16
| -0.1% | -$2.59K | 0.1% | 157 |
|
|
2023
Q2 | $2.54M | Sell |
14,628
-213
| -1% | -$35.2K | 0.11% | 154 |
|
|
2023
Q1 | $2.42M | Sell |
14,841
-11
| -0.1% | -$1.69K | 0.1% | 157 |
|
|
2022
Q4 | $2.33M | Buy |
14,852
+230
| +2% | +$37K | 0.11% | 145 |
|
|
2022
Q3 | $2.34M | Buy |
14,622
+23
| +0.2% | +$3.8K | 0.13% | 125 |
|
|
2022
Q2 | $2.23M | Buy |
14,599
+198
| +1% | +$31K | 0.14% | 107 |
|
|
2022
Q1 | $2.28M | Sell |
14,401
-415
| -3% | -$62.9K | 0.14% | 92 |
|
|
2021
Q4 | $2.47M | Sell |
14,816
-172
| -1% | -$27.7K | 0.15% | 88 |
|
|
2021
Q3 | $2.24M | Buy |
14,988
+136
| +0.9% | +$20.4K | 0.15% | 95 |
|
|
2021
Q2 | $2.08M | Buy |
14,852
+4
| +0% | +$553 | 0.14% | 103 |
|
|
2021
Q1 | $1.92M | Sell |
14,848
-781
| -5% | -$91.3K | 0.14% | 96 |
|
|
2020
Q4 | $1.84M | Buy |
15,629
+177
| +1% | +$20.6K | 0.16% | 82 |
|
|
2020
Q3 | $1.75M | Sell |
15,452
-87
| -0.6% | -$9.62K | 0.19% | 73 |
|
|
2020
Q2 | $1.65M | Sell |
15,539
-4
| -0% | -$404 | 0.21% | 65 |
|
|
2020
Q1 | $1.44M | Sell |
15,543
-44
| -0.3% | -$5.05K | 0.21% | 64 |
|
|
2019
Q4 | $1.78M | Buy |
15,587
+59
| +0.4% | +$6.66K | 0.23% | 56 |
|
|
2019
Q3 | $1.79M | Buy |
15,528
+279
| +2% | +$32.6K | 0.26% | 51 |
|
|
2019
Q2 | $1.76M | Sell |
15,249
-861
| -5% | -$93.4K | 0.28% | 51 |
|
|
2019
Q1 | $1.67M | Sell |
16,110
-76
| -0.5% | -$7.42K | 0.29% | 51 |
|
|
2018
Q4 | $1.44M | Sell |
16,186
-42
| -0.3% | -$3.77K | 0.28% | 52 |
|
|
2018
Q3 | $1.47M | Sell |
16,228
-701
| -4% | -$62.2K | 0.27% | 54 |
|
|
2018
Q2 | $1.38M | Buy |
16,929
+166
| +1% | +$13.7K | 0.27% | 56 |
|
|
2018
Q1 | $1.41M | Buy |
16,763
+388
| +2% | +$33.3K | 0.32% | 47 |
|
|
2017
Q4 | $1.41M | Buy |
16,375
+454
| +3% | +$37K | 0.36% | 37 |
|
|
2017
Q3 | $1.25M | Buy |
+15,921
| New | +$1.21M | 0.37% | 37 |
|
Other funds holding WM
Wealthcare Advisory Partners's WM Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Waste Management (WM) stake by 1.7% in Q2 2026, selling an estimated $91K and leaving 23,344 shares worth $5.2M. The position accounts for 0.1% of the portfolio, ranked #176.
Wealthcare Advisory Partners first reported a position in WM in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.46M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Wealthcare Advisory Partners held 23,344 shares of Waste Management worth $5.2M as of Q2 2026.
- Wealthcare Advisory Partners sold 409 Waste Management shares in Q2 2026, an estimated $91K.
- Waste Management made up 0.1% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #176 holding.
- Wealthcare Advisory Partners first reported a position in Waste Management in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Waste Management position peaked at $5.46M in Q1 2026.
- 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.