IFWM
WCN

Institute for Wealth Management’s Waste Connections WCN Stock Holding History

Institute for Wealth 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 		$210K Sell
1,260
-26
-2% -$4.12K 0.02% 509
2026
Q1 		$209K Hold
1,286
– – 0.02% 517
2025
Q4 		$226K Hold
1,286
– – 0.02% 508
2025
Q3 		$226K Sell
1,286
-60
-4% -$10.9K 0.02% 521
2025
Q2 		$251K Sell
1,346
-45
-3% -$8.67K 0.03% 482
2025
Q1 		$272K Hold
1,391
– – 0.03% 439
2024
Q4 		$239K Sell
1,391
-17
-1% -$3.09K 0.03% 451
2024
Q3 		$252K Hold
1,408
– – 0.03% 458
2024
Q2 		$247K Hold
1,408
– – 0.03% 436
2024
Q1 		$242K Sell
1,408
-36
-2% -$5.79K 0.03% 438
2023
Q4 		$216K Buy
+1,444
New +$198K 0.04% 447
2023
Q3 		– Sell
-1,548
Closed -$221K – 479
2023
Q2 		$221K Hold
1,548
– – 0.04% 422
2023
Q1 		$215K Sell
1,548
-273
-15% -$36.3K 0.04% 417
2022
Q4 		$241K Hold
1,821
– – 0.05% 391
2022
Q3 		$246K Hold
1,821
– – 0.06% 376
2022
Q2 		$226K Hold
1,821
– – 0.04% 466
2022
Q1 		$254K Hold
1,821
– – 0.04% 464
2021
Q4 		$248K Hold
1,821
– – 0.04% 419
2021
Q3 		$229K Hold
1,821
– – 0.04% 437
2021
Q2 		$217K Sell
1,821
-269
-13% -$32K 0.04% 446
2021
Q1 		$226K Sell
2,090
-103
-5% -$10.5K 0.04% 417
2020
Q4 		$225K Sell
2,193
-116
-5% -$12K 0.04% 406
2020
Q3 		$240K Hold
2,309
– – 0.05% 366
2020
Q2 		$217K Buy
+2,309
New +$206K 0.05% 384
2020
Q1 		– Sell
-2,309
Closed -$210K – 678
2019
Q4 		$210K Buy
2,309
+28
+1% +$2.54K 0.05% 413
2019
Q3 		$210K Buy
2,281
+129
+6% +$11.9K 0.05% 387
2019
Q2 		$206K Buy
+2,152
New +$198K 0.05% 429

Other funds holding WCN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Institute for Wealth Management's WCN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Waste Connections (WCN) stake by 2% in Q2 2026, selling an estimated $4.12K and leaving 1,260 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #509.

Institute for Wealth Management first reported a position in WCN in Q2 2019 and has held it in 27 quarters since. The position peaked at $272K in Q1 2025. 834 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Institute for Wealth Management held 1,260 shares of Waste Connections worth $210K as of Q2 2026.
  • Institute for Wealth Management sold 26 Waste Connections shares in Q2 2026, an estimated $4.12K.
  • Waste Connections made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Institute for Wealth Management first reported a position in Waste Connections in Q2 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's Waste Connections position peaked at $272K in Q1 2025.
  • 834 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.