Position in WM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,581,235
-$254,189 QoQ
Shares Held
16,068
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#692
of 2,337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,014,555 across 5 Waste Management names. WM ranks #2 (32.5% of the industry book) .
All Filings in WM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,581,235 | 16,068 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,835,424 | 16,691 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,345,084 | 15,225 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,202,918 | 14,504 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,387,222 | 14,803 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,497,190 | 15,106 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,916,874 | 14,455 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,067,497 | 14,776 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,024,521 | 14,177 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,251,603 | 15,255 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,860,227 | 15,970 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,662,358 | 10,905 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,336,834 | 13,475 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,235,334 | 19,828 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,740,850 | 17,471 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,972,215 | 18,552 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,573,735 | 16,824 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,563,103 | 16,171 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,472,957 | 14,817 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,229,347 | 14,926 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,842,972 | 20,291 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,473,571 | 19,172 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,826,028 | 15,484 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,579,061 | 13,953 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,456,368 | 13,751 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,846,849 | 19,953 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||