Position in WM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$279,654
+$88,067 QoQ
Shares Held
1,217
+39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $723,001 across 9 Waste Management names. WM ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RSG |
Republic Services, Inc.
|
1,600 | $350,432 | |
| 2 | WM |
Waste Management Inc
This page
|
1,217 | $279,654 | |
| 3 | CLH |
Clean Harbors Inc
|
241 | $69,101 | |
| 4 | WCN |
Waste Connections, Inc.
|
78 | $12,670 | |
| 5 | CWST |
Casella Waste Systems Inc
|
138 | $10,948 | |
| 6 | GFL |
GFL Environmental Inc.
|
2 | $83 | |
| 7 | ONT |
Onterris, Inc.
|
3 | $65 | |
| 8 | LNZA |
LanzaTech Global, Inc.
|
3 | $48 |
All Filings in WM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,654 | 1,217 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $191,587 | 872 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $159,660 | 723 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||