AWM
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Avior Wealth Management’s Casella Waste Systems CWST Stock Holding History

Avior Wealth Management’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 		– Sell
-4,004
Closed -$392K – 835
2025
Q4 		$392K Sell
4,004
-667
-14% -$61.9K 0.01% 534
2025
Q3 		$443K Buy
4,671
+944
+25% +$95K 0.01% 476
2025
Q2 		$430K Buy
3,727
+14
+0.4% +$1.62K 0.01% 469
2025
Q1 		$414K Buy
3,713
+742
+25% +$81.2K 0.02% 459
2024
Q4 		$314K Buy
2,971
+2,885
+3,355% +$305K 0.01% 581
2024
Q3 		$8.56K Buy
86
+30
+54% +$3.1K ﹤0.01% 1608
2024
Q2 		$5.56K Sell
56
-177
-76% -$17K ﹤0.01% 1693
2024
Q1 		$23K Buy
+233
New +$20.9K ﹤0.01% 1542

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's CWST Position: Q1 2026 in Review

Avior Wealth Management sold out of Casella Waste Systems (CWST) in Q1 2026, closing a stake of 4,004 shares — an estimated $392K sold.

Avior Wealth Management first reported a position in CWST in Q1 2024 and held it in 8 quarters. The position peaked at $443K in Q3 2025. 407 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Avior Wealth Management reported no remaining Casella Waste Systems position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 4,004 Casella Waste Systems shares in Q1 2026, an estimated $392K.
  • Avior Wealth Management first reported a position in Casella Waste Systems in Q1 2024 and held it in 8 quarters.
  • Avior Wealth Management's Casella Waste Systems position peaked at $443K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.