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XY Planning Network’s Waste Management WM Stock Holding History

XY Planning Network’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 		– Sell
-1,942
Closed -$449K – 355
2026
Q1 		$449K Buy
1,942
+5
+0.3% +$1.15K 0.07% 192
2025
Q4 		$426K Buy
1,937
+27
+1% +$5.75K 0.07% 183
2025
Q3 		$437K Hold
1,910
– – 0.15% 117
2025
Q2 		$437K Buy
+1,910
New +$443K 0.15% 117
2025
Q1 		– Sell
-1,428
Closed -$288K – 118
2024
Q4 		$288K Buy
+1,428
New +$307K 0.22% 76

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

XY Planning Network's WM Position: Q2 2026 in Review

XY Planning Network sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,942 shares — an estimated $449K sold.

XY Planning Network first reported a position in WM in Q4 2024 and held it in 5 quarters. The position peaked at $449K in Q1 2026. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • XY Planning Network reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • XY Planning Network sold 1,942 Waste Management shares in Q2 2026, an estimated $449K.
  • XY Planning Network first reported a position in Waste Management in Q4 2024 and held it in 5 quarters.
  • XY Planning Network's Waste Management position peaked at $449K in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.