BRWA
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B. Riley Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-2,444
Closed -$232K – 1059
2025
Q3 		$232K Buy
2,444
+71
+3% +$7.15K 0.01% 831
2025
Q2 		$274K Buy
+2,373
New +$274K 0.01% 749

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

B. Riley Wealth Advisors's CWST Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Casella Waste Systems (CWST) in Q4 2025, closing a stake of 2,444 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in CWST in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q2 2025. 393 funds tracked by Wall St. Rank hold CWST as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Casella Waste Systems position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,444 Casella Waste Systems shares in Q4 2025, an estimated $232K.
  • B. Riley Wealth Advisors first reported a position in Casella Waste Systems in Q2 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Casella Waste Systems position peaked at $274K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.