Atria Investments’s Casella Waste Systems CWST Stock Holding History

Atria Investments’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 Q1	$433K	Buy	5,452 +1,616	+42%	+$155K	﹤0.01%	1524
2025 Q4	$376K	Buy	3,836 +556	+17%	+$51.6K	﹤0.01%	1615
2025 Q3	$311K	Sell	3,280 -1,277	-28%	-$129K	﹤0.01%	1699
2025 Q2	$526K	Sell	4,557 -3,423	-43%	-$396K	0.01%	1388
2025 Q1	$890K	Buy	7,980 +379	+5%	+$41.5K	0.01%	1046
2024 Q4	$804K	Sell	7,601 -106	-1%	-$11.2K	0.01%	1096
2024 Q3	$767K	Sell	7,707 -423	-5%	-$43.8K	0.01%	1112
2024 Q2	$807K	Buy	+8,130	New	+$783K	0.01%	1052
2022 Q2	–	Sell	-13,976	Closed	-$1.23M	–	775
2022 Q1	$1.23M	Buy	13,976 +43	+0.3%	+$3.43K	0.02%	761
2021 Q4	$1.19M	Buy	+13,933	New	+$1.17M	0.02%	765
2020 Q1	–	Sell	-7,580	Closed	-$349K	–	680
2019 Q4	$349K	Buy	7,580 +939	+14%	+$41.4K	0.01%	925
2019 Q3	$285K	Buy	6,641 +2,045	+44%	+$88.5K	0.01%	736
2019 Q2	$209K	Buy	+4,596	New	+$172K	0.01%	894

Other funds holding CWST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return