Rothwell Investment Advisors, LLC’s Casella Waste Systems CWST Stock Holding History

Rothwell Investment Advisors, 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	$10.7K	Buy	+133	New	+$12.2K	0.01%	763

Other funds holding CWST

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CWST Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Casella Waste Systems (CWST) in Q3 2026: 133 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings.

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

Rothwell Investment Advisors, LLC held 133 shares of Casella Waste Systems worth $10.7K as of Q3 2026.
Casella Waste Systems was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Casella Waste Systems made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #763 holding.
178 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.