Godshalk Welsh Capital Management’s Waste Connections WCN Stock Holding History

Godshalk Welsh Capital 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 Q2	$528K	Hold	3,170	–	–	0.28%	90
2026 Q1	$515K	Hold	3,170	–	–	0.3%	86
2025 Q4	$556K	Sell	3,170 -300	-9%	-$51.8K	0.32%	85
2025 Q3	$610K	Sell	3,470 -15	-0.4%	-$2.73K	0.35%	80
2025 Q2	$651K	Sell	3,485 -50	-1%	-$9.63K	0.4%	75
2025 Q1	$690K	Hold	3,535	–	–	0.45%	69
2024 Q4	$607K	Hold	3,535	–	–	0.39%	75
2024 Q3	$632K	Sell	3,535 -100	-3%	-$18.1K	0.4%	74
2024 Q2	$637K	Hold	3,635	–	–	0.43%	72
2024 Q1	$625K	Buy	3,635 +585	+19%	+$94K	0.42%	70
2023 Q4	$455K	Buy	3,050 +765	+33%	+$105K	0.33%	81
2023 Q3	$307K	Buy	+2,285	New	+$320K	0.23%	93

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

Godshalk Welsh Capital Management's WCN Position: Q2 2026 in Review

Godshalk Welsh Capital Management held its Waste Connections (WCN) position steady in Q2 2026 at 3,170 shares worth $528K. The position accounts for 0.28% of the portfolio, ranked #90.

Godshalk Welsh Capital Management first reported a position in WCN in Q3 2023 and has held it in 12 quarters since. The position peaked at $690K in Q1 2025. 838 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

Godshalk Welsh Capital Management held 3,170 shares of Waste Connections worth $528K as of Q2 2026.
Godshalk Welsh Capital Management left its Waste Connections share count unchanged in Q2 2026.
Waste Connections made up 0.28% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #90 holding.
Godshalk Welsh Capital Management first reported a position in Waste Connections in Q3 2023 and has held it in 12 quarters since.
Godshalk Welsh Capital Management's Waste Connections position peaked at $690K in Q1 2025.
838 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.