Superior Planning, LLC’s Casella Waste Systems CWST Stock Holding History

Superior Planning, LLC’s Portfolio CWST Stock Details CWST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.11K	Buy	+76	New	+$6.95K	﹤0.01%	1125

Other funds holding CWST

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's CWST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Casella Waste Systems (CWST) in Q3 2026: 76 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

271 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

Superior Planning, LLC held 76 shares of Casella Waste Systems worth $6.11K as of Q3 2026.
Casella Waste Systems was a new Superior Planning, LLC position in Q3 2026.
Casella Waste Systems made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1125 holding.
271 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.