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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WM Position History
Waste Management, Inc. • Industrials
Quarters held
5
Latest value
$79.1M
Q3 2026
Peak value
$173.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $149.8M |
| Q4 2025 | $173.8M |
| Q1 2026 | $101.4M |
| Q2 2026 | $118.3M |
| Q3 2026 | $79.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $79.1M | 386.3K | — | — |
| Q2 2026 | $118.3M | 565.1K | — | — |
| Q1 2026 | $101.4M | 487.2K | — | — |
| Q4 2025 | $173.8M | 793.3K | — | — |
| Q3 2025 | $149.8M | 688.5K | — | — |
Other funds holding WM
$8.2B
$8.2B
$7.7B
$7.7B
$4.3B
$4.2B