MGIA
WCN

Moneta Group Investment Advisors’s Waste Connections WCN Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-1,101
Closed -$215K – 731
2025
Q1 		$215K Sell
1,101
-70
-6% -$13K ﹤0.01% 614
2024
Q4 		$201K Buy
+1,171
New +$213K ﹤0.01% 639

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moneta Group Investment Advisors's WCN Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Waste Connections (WCN) in Q2 2025, closing a stake of 1,101 shares — an estimated $215K sold.

Moneta Group Investment Advisors first reported a position in WCN in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 767 funds tracked by Wall St. Rank hold WCN as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining Waste Connections position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,101 Waste Connections shares in Q2 2025, an estimated $215K.
  • Moneta Group Investment Advisors first reported a position in Waste Connections in Q4 2024 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Waste Connections position peaked at $215K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Waste Connections as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.