AAS
CWST icon

Avantax Advisory Services’s Casella Waste Systems CWST Stock Holding History

Avantax Advisory 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
2025
Q2 		$1.51M Buy
13,044
+540
+4% +$62.4K 0.01% 939
2025
Q1 		$1.39M Buy
12,504
+461
+4% +$50.4K 0.01% 926
2024
Q4 		$1.27M Sell
12,043
-762
-6% -$80.5K 0.01% 934
2024
Q3 		$1.27M Sell
12,805
-254
-2% -$26.3K 0.01% 903
2024
Q2 		$1.3M Buy
+13,059
New +$1.26M 0.01% 849

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's CWST Position: Q2 2025 in Review

Avantax Advisory Services increased its Casella Waste Systems (CWST) stake by 4.3% in Q2 2025, buying an estimated $62.4K and bringing the position to 13,044 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #939.

Avantax Advisory Services first reported a position in CWST in Q2 2024 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold CWST as of Q2 2025.

  • Avantax Advisory Services held 13,044 shares of Casella Waste Systems worth $1.51M as of Q2 2025.
  • Avantax Advisory Services bought 540 Casella Waste Systems shares in Q2 2025, an estimated $62.4K.
  • Casella Waste Systems made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #939 holding.
  • Avantax Advisory Services first reported a position in Casella Waste Systems in Q2 2024 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.