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Bare Financial Services’s Casella Waste Systems CWST Stock Holding History

Bare Financial 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
2026
Q2 		$24.4K Buy
252
+122
+94% +$10.4K 0.01% 198
2026
Q1 		$10.3K Buy
+130
New +$12.5K ﹤0.01% 328
2025
Q4 		– Sell
-6
Closed -$569 – 1581
2025
Q3 		$569 Buy
+6
New +$604 ﹤0.01% 1215

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 $3.37T AUM 44.26% 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

Bare Financial Services's CWST Position: Q2 2026 in Review

Bare Financial Services increased its Casella Waste Systems (CWST) stake by 94% in Q2 2026, buying an estimated $10.4K and bringing the position to 252 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #198.

Bare Financial Services first reported a position in CWST in Q3 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Bare Financial Services held 252 shares of Casella Waste Systems worth $24.4K as of Q2 2026.
  • Bare Financial Services bought 122 Casella Waste Systems shares in Q2 2026, an estimated $10.4K.
  • Casella Waste Systems made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #198 holding.
  • Bare Financial Services first reported a position in Casella Waste Systems in Q3 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.