AM
WCN

AGF Management’s Waste Connections WCN Stock Holding History

AGF Management’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
Q1 		$111M Sell
683,533
-83,360
-11% -$13.9M 0.5% 59
2025
Q4 		$134M Sell
766,893
-94,347
-11% -$16.3M 0.58% 46
2025
Q3 		$151M Buy
861,240
+209,644
+32% +$38.2M 0.67% 37
2025
Q2 		$122M Buy
651,596
+346,771
+114% +$66.8M 0.55% 52
2025
Q1 		$59.4M Sell
304,825
-128,453
-30% -$23.8M 0.31% 94
2024
Q4 		$74.3M Buy
433,278
+56,130
+15% +$10.2M 0.37% 81
2024
Q3 		$67.4M Buy
377,148
+2,281
+0.6% +$413K 0.34% 95
2024
Q2 		$65.8M Sell
374,867
-4,095
-1% -$684K 0.37% 91
2024
Q1 		$65.1M Sell
378,962
-218,374
-37% -$35.1M 0.36% 93
2023
Q4 		$89.2M Buy
597,336
+72,644
+14% +$9.98M 0.53% 66
2023
Q3 		$70.4M Sell
524,692
-242,517
-32% -$33.9M 0.5% 70
2023
Q2 		$110M Buy
767,209
+72,325
+10% +$10.1M 0.8% 35
2023
Q1 		$96.7M Buy
694,884
+134,564
+24% +$17.9M 0.66% 43
2022
Q4 		$74.3M Buy
+560,320
New +$76.2M 0.54% 64

Other funds holding WCN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AGF Management's WCN Position: Q1 2026 in Review

AGF Management reduced its Waste Connections (WCN) stake by 11% in Q1 2026, selling an estimated $13.9M and leaving 683,533 shares worth $111M. The position accounts for 0.5% of the portfolio, ranked #59.

AGF Management first reported a position in WCN in Q4 2022 and has held it in 14 quarters since. The position peaked at $151M in Q3 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • AGF Management held 683,533 shares of Waste Connections worth $111M as of Q1 2026.
  • AGF Management sold 83,360 Waste Connections shares in Q1 2026, an estimated $13.9M.
  • Waste Connections made up 0.5% of AGF Management's portfolio in Q1 2026, its #59 holding.
  • AGF Management first reported a position in Waste Connections in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's Waste Connections position peaked at $151M in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.