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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WM — Waste Management Inc

CIK 1463217 IRVING, TX

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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,014,555 across 5 Waste Management names. WM ranks #2 (32.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WM
Waste Management Inc
This page
16,068 $3,581,235

All Filings in WM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,581,235 16,068
2026-03-31 $3,835,424 16,691
2025-12-31 $3,345,084 15,225
2025-09-30 $3,202,918 14,504
2025-06-30 $3,387,222 14,803
2025-03-31 $3,497,190 15,106
2024-12-31 $2,916,874 14,455
2024-09-30 $3,067,497 14,776
2024-06-30 $3,024,521 14,177
2024-03-31 $3,251,603 15,255
2023-12-31 $2,860,227 15,970
2023-09-30 $1,662,358 10,905
2023-06-30 $2,336,834 13,475
2023-03-31 $3,235,334 19,828
2022-12-31 $2,740,850 17,471
2022-09-30 $2,972,215 18,552
2022-06-30 $2,573,735 16,824
2022-03-31 $2,563,103 16,171
2021-12-31 $2,472,957 14,817
2021-09-30 $2,229,347 14,926
2021-06-30 $2,842,972 20,291
2021-03-31 $2,473,571 19,172
2020-12-31 $1,826,028 15,484
2020-09-30 $1,579,061 13,953
2020-06-30 $1,456,368 13,751
2020-03-31 $1,846,849 19,953