Thornburg Investment Management’s Waste Connections WCN Stock Holding History

Thornburg Investment 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 Q1	–	Sell	-4,337	Closed	-$761K	–	193
2025 Q4	$761K	Sell	4,337 -22,212	-84%	-$3.84M	0.01%	160
2025 Q3	$4.67M	Sell	26,549 -12,246	-32%	-$2.23M	0.06%	128
2025 Q2	$7.24M	Sell	38,795 -27,827	-42%	-$5.36M	0.09%	107
2025 Q1	$13M	Sell	66,622 -3,412	-5%	-$631K	0.18%	73
2024 Q4	$12M	Hold	70,034	–	–	0.16%	90
2024 Q3	$12.5M	Hold	70,034	–	–	0.16%	86
2024 Q2	$12.3M	Hold	70,034	–	–	0.17%	86
2024 Q1	$12M	Hold	70,034	–	–	0.17%	99
2023 Q4	$10.5M	Sell	70,034 -2,426	-3%	-$333K	0.15%	102
2023 Q3	$9.73M	Hold	72,460	–	–	0.16%	98
2023 Q2	$10.4M	Hold	72,460	–	–	0.17%	100
2023 Q1	$10.1M	Buy	72,460 +4,082	+6%	+$543K	0.17%	99
2022 Q4	$9.06M	Sell	68,378 -10,532	-13%	-$1.43M	0.15%	106
2022 Q3	$10.7M	Buy	78,910 +20,137	+34%	+$2.75M	0.19%	94
2022 Q2	$7.29M	Buy	58,773 +1,907	+3%	+$247K	0.11%	133
2022 Q1	$7.94M	Buy	56,866 +15,308	+37%	+$1.96M	0.1%	143
2021 Q4	$5.66M	Buy	+41,558	New	+$5.52M	0.07%	154

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Thornburg Investment Management's WCN Position: Q1 2026 in Review

Thornburg Investment Management sold out of Waste Connections (WCN) in Q1 2026, closing a stake of 4,337 shares — an estimated $761K sold.

Thornburg Investment Management first reported a position in WCN in Q4 2021 and held it in 17 quarters. The position peaked at $13M in Q1 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Thornburg Investment Management reported no remaining Waste Connections position as of Q1 2026 after selling out during the quarter.
Thornburg Investment Management sold 4,337 Waste Connections shares in Q1 2026, an estimated $761K.
Thornburg Investment Management first reported a position in Waste Connections in Q4 2021 and held it in 17 quarters.
Thornburg Investment Management's Waste Connections position peaked at $13M in Q1 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Thornburg Investment Management's 13F filing for Q1 2026, filed 12 May 2026.