Integrated Wealth Concepts’s Waste Connections WCN Stock Holding History

Integrated Wealth Concepts’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	$1.25M	Sell	7,725 -197	-2%	-$32.8K	0.01%	997
2025 Q4	$1.39M	Buy	7,922 +712	+10%	+$123K	0.02%	638
2025 Q3	$1.27M	Buy	7,210 +29	+0.4%	+$5.28K	0.01%	862
2025 Q2	$1.34M	Buy	7,181 +4,224	+143%	+$814K	0.01%	778
2025 Q1	$577K	Buy	+2,957	New	+$547K	0.01%	1082
2024 Q4	–	Sell	-1,238	Closed	-$221K	–	1789
2024 Q3	$221K	Sell	1,238 -158	-11%	-$28.6K	﹤0.01%	1516
2024 Q2	$245K	Hold	1,396	–	–	﹤0.01%	1438
2024 Q1	$240K	Sell	1,396 -74	-5%	-$11.9K	﹤0.01%	1439
2023 Q4	$219K	Sell	1,470 -180	-11%	-$24.7K	﹤0.01%	1422
2023 Q3	$222K	Buy	1,650 +222	+16%	+$31.1K	﹤0.01%	1371
2023 Q2	$204K	Buy	+1,428	New	+$199K	﹤0.01%	1423

Other funds holding WCN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Concepts's WCN Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Waste Connections (WCN) stake by 2.5% in Q1 2026, selling an estimated $32.8K and leaving 7,725 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #997.

Integrated Wealth Concepts first reported a position in WCN in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Integrated Wealth Concepts held 7,725 shares of Waste Connections worth $1.25M as of Q1 2026.
Integrated Wealth Concepts sold 197 Waste Connections shares in Q1 2026, an estimated $32.8K.
Waste Connections made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #997 holding.
Integrated Wealth Concepts first reported a position in Waste Connections in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Waste Connections position peaked at $1.39M in Q4 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.