AI
CWST icon

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
Q2 		$557K Buy
5,748
+296
+5% +$25.3K 0.01% 1462
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
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 $3.38T AUM 44.17% 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

Atria Investments's CWST Position: Q2 2026 in Review

Atria Investments increased its Casella Waste Systems (CWST) stake by 5.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 5,748 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1462.

Atria Investments first reported a position in CWST in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2022. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Atria Investments held 5,748 shares of Casella Waste Systems worth $557K as of Q2 2026.
  • Atria Investments bought 296 Casella Waste Systems shares in Q2 2026, an estimated $25.3K.
  • Casella Waste Systems made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1462 holding.
  • Atria Investments first reported a position in Casella Waste Systems in Q2 2019 and has held it in 14 quarters since.
  • Atria Investments's Casella Waste Systems position peaked at $1.23M in Q1 2022.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.