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Advus Financial Partners, LLC’s Waste Management WM Stock Holding History

Advus Financial Partners, LLC’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
Q1 		– Sell
-986
Closed -$217K – 263
2025
Q4 		$217K Buy
+986
New +$210K 0.05% 228
2025
Q2 		– Sell
-879
Closed -$203K – 271
2025
Q1 		$203K Buy
+879
New +$195K 0.06% 231

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Advus Financial Partners, LLC's WM Position: Q1 2026 in Review

Advus Financial Partners, LLC sold out of Waste Management (WM) in Q1 2026, closing a stake of 986 shares — an estimated $217K sold.

Advus Financial Partners, LLC first reported a position in WM in Q1 2025 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 2,366 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Advus Financial Partners, LLC reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 986 Waste Management shares in Q1 2026, an estimated $217K.
  • Advus Financial Partners, LLC first reported a position in Waste Management in Q1 2025 and held it in 2 quarters.
  • Advus Financial Partners, LLC's Waste Management position peaked at $217K in Q4 2025.
  • 2,366 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2026, filed 25 Aug 2026.