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Accredited Wealth Management’s Casella Waste Systems CWST Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$11.4K Buy
2,407
+2,287
+1,906% +$230K 0.01% 253
2025
Q2 		$13.8K Hold
120
– – 0.01% 225
2025
Q1 		$13.4K Buy
+120
New +$13.1K 0.01% 214

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accredited Wealth Management's CWST Position: Q3 2025 in Review

Accredited Wealth Management increased its Casella Waste Systems (CWST) stake by 1,906% in Q3 2025, buying an estimated $230K and bringing the position to 2,407 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #253.

Accredited Wealth Management first reported a position in CWST in Q1 2025 and has held it in 3 quarters since. The position peaked at $13.8K in Q2 2025. 391 funds tracked by Wall St. Rank hold CWST as of Q3 2025.

  • Accredited Wealth Management held 2,407 shares of Casella Waste Systems worth $11.4K as of Q3 2025.
  • Accredited Wealth Management bought 2,287 Casella Waste Systems shares in Q3 2025, an estimated $230K.
  • Casella Waste Systems made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #253 holding.
  • Accredited Wealth Management first reported a position in Casella Waste Systems in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Casella Waste Systems position peaked at $13.8K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.