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Advisornet Financial’s Casella Waste Systems CWST Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-71
Closed -$6.74K – 2273
2025
Q3 		$6.74K Hold
71
– – ﹤0.01% 1630
2025
Q2 		$8.19K Buy
71
+20
+39% +$2.31K ﹤0.01% 1537
2025
Q1 		$5.69K Sell
51
-2
-4% -$219 ﹤0.01% 1584
2024
Q4 		$5.61K Buy
53
+3
+6% +$317 ﹤0.01% 1455
2024
Q3 		$4.97K Hold
50
– – ﹤0.01% 1584
2024
Q2 		$4.96K Hold
50
– – ﹤0.01% 1467
2024
Q1 		$4.94K Sell
50
-59
-54% -$5.29K ﹤0.01% 1440
2023
Q4 		$9.31K Buy
109
+3
+3% +$241 ﹤0.01% 1326
2023
Q3 		$8.09K Sell
106
-2
-2% -$164 ﹤0.01% 1290
2023
Q2 		$9.77K Buy
108
+2
+2% +$178 ﹤0.01% 1331
2023
Q1 		$8.76K Sell
106
-2
-2% -$158 ﹤0.01% 1343
2022
Q4 		$8.56K Buy
+108
New +$8.67K ﹤0.01% 1339

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Advisornet Financial's CWST Position: Q4 2025 in Review

Advisornet Financial sold out of Casella Waste Systems (CWST) in Q4 2025, closing a stake of 71 shares — an estimated $6.74K sold.

Advisornet Financial first reported a position in CWST in Q4 2022 and held it in 12 quarters. The position peaked at $9.77K in Q2 2023. 393 funds tracked by Wall St. Rank hold CWST as of Q4 2025.

  • Advisornet Financial reported no remaining Casella Waste Systems position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 71 Casella Waste Systems shares in Q4 2025, an estimated $6.74K.
  • Advisornet Financial first reported a position in Casella Waste Systems in Q4 2022 and held it in 12 quarters.
  • Advisornet Financial's Casella Waste Systems position peaked at $9.77K in Q2 2023.
  • 393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.