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Advocate Investing Services’s Casella Waste Systems CWST Stock Holding History

Advocate Investing Services’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 		$679 Hold
7
– – ﹤0.01% 433
2026
Q1 		$555 Hold
7
– – ﹤0.01% 419
2025
Q4 		$686 Buy
+7
New +$650 ﹤0.01% 397

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocate Investing Services's CWST Position: Q2 2026 in Review

Advocate Investing Services held its Casella Waste Systems (CWST) position steady in Q2 2026 at 7 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Advocate Investing Services first reported a position in CWST in Q4 2025 and has held it in 3 quarters since. The position peaked at $686 in Q4 2025. 416 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Advocate Investing Services held 7 shares of Casella Waste Systems worth $679 as of Q2 2026.
  • Advocate Investing Services left its Casella Waste Systems share count unchanged in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #433 holding.
  • Advocate Investing Services first reported a position in Casella Waste Systems in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Casella Waste Systems position peaked at $686 in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.