CreativeOne Wealth’s Waste Connections WCN Stock Holding History

CreativeOne Wealth’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
2025 Q4	–	Sell	-1,212	Closed	-$213K	–	1265
2025 Q3	$213K	Sell	1,212 -3	-0.2%	-$546	0.01%	1076
2025 Q2	$227K	Buy	1,215 +84	+7%	+$16.2K	0.01%	1020
2025 Q1	$221K	Sell	1,131 -192	-15%	-$35.5K	0.01%	967
2024 Q4	$227K	Hold	1,323	–	–	0.01%	977
2024 Q3	$237K	Sell	1,323 -177	-12%	-$32K	0.01%	848
2024 Q2	$263K	Sell	1,500 -44	-3%	-$7.35K	0.01%	653
2024 Q1	$266K	Buy	+1,544	New	+$248K	0.01%	754

Other funds holding WCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CreativeOne Wealth's WCN Position: Q4 2025 in Review

CreativeOne Wealth sold out of Waste Connections (WCN) in Q4 2025, closing a stake of 1,212 shares — an estimated $213K sold.

CreativeOne Wealth first reported a position in WCN in Q1 2024 and held it in 7 quarters. The position peaked at $266K in Q1 2024. 814 funds tracked by Wall St. Rank hold WCN as of Q4 2025.

CreativeOne Wealth reported no remaining Waste Connections position as of Q4 2025 after selling out during the quarter.
CreativeOne Wealth sold 1,212 Waste Connections shares in Q4 2025, an estimated $213K.
CreativeOne Wealth first reported a position in Waste Connections in Q1 2024 and held it in 7 quarters.
CreativeOne Wealth's Waste Connections position peaked at $266K in Q1 2024.
814 funds tracked by Wall St. Rank held Waste Connections as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.