KWA
WCN

Kingswood Wealth Advisors’s Waste Connections WCN Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-1,763
Closed -$329K – 850
2025
Q2 		$329K Buy
+1,763
New +$340K 0.03% 544

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kingswood Wealth Advisors's WCN Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Waste Connections (WCN) in Q3 2025, closing a stake of 1,763 shares — an estimated $329K sold.

Kingswood Wealth Advisors first reported a position in WCN in Q2 2025 and held it in 1 quarter. The position peaked at $329K in Q2 2025. 749 funds tracked by Wall St. Rank hold WCN as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Waste Connections position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,763 Waste Connections shares in Q3 2025, an estimated $329K.
  • Kingswood Wealth Advisors first reported a position in Waste Connections in Q2 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Waste Connections position peaked at $329K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Waste Connections as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.