2Xideas’s Waste Connections WCN Stock Holding History

2Xideas’s Portfolio WCN Stock Details WCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Buy	11,940 +1,974	+20%	+$312K	0.86%	27
2026 Q1	$1.62M	Sell	9,966 -14,898	-60%	-$2.48M	0.63%	38
2025 Q4	$4.36M	Sell	24,864 -5,881	-19%	-$1.02M	1.22%	21
2025 Q3	$5.4M	Sell	30,745 -8,229	-21%	-$1.5M	1.14%	28
2025 Q2	$7.28M	Buy	38,974 +6,234	+19%	+$1.2M	1.25%	27
2025 Q1	$6.39M	Sell	32,740 -37,452	-53%	-$6.93M	0.97%	42
2024 Q4	$12M	Buy	70,192 +26,437	+60%	+$4.8M	1.61%	26
2024 Q3	$7.82M	Buy	+43,755	New	+$7.92M	1.05%	43

Other funds holding WCN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

2Xideas's WCN Position: Q2 2026 in Review

2Xideas increased its Waste Connections (WCN) stake by 20% in Q2 2026, buying an estimated $312K and bringing the position to 11,940 shares worth $1.99M. The position accounts for 0.86% of the portfolio, ranked #27.

2Xideas first reported a position in WCN in Q3 2024 and has held it in 8 quarters since. The position peaked at $12M in Q4 2024. 840 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

2Xideas held 11,940 shares of Waste Connections worth $1.99M as of Q2 2026.
2Xideas bought 1,974 Waste Connections shares in Q2 2026, an estimated $312K.
Waste Connections made up 0.86% of 2Xideas's portfolio in Q2 2026, its #27 holding.
2Xideas first reported a position in Waste Connections in Q3 2024 and has held it in 8 quarters since.
2Xideas's Waste Connections position peaked at $12M in Q4 2024.
840 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.