Action Point Financial Planning’s Casella Waste Systems CWST Stock Holding History

Action Point Financial Planning’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 Q2	$5.33K	Buy	+60	New	+$5.13K	﹤0.01%	1784

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's CWST Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Casella Waste Systems (CWST) in Q2 2026: 60 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Action Point Financial Planning held 60 shares of Casella Waste Systems worth $5.33K as of Q2 2026.
Casella Waste Systems was a new Action Point Financial Planning position in Q2 2026.
Casella Waste Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1784 holding.
415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.