Bell Investment Advisors’s Casella Waste Systems CWST Stock Holding History

Bell Investment 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
2026 Q2	$2.13K	Buy	22 +6	+38%	+$513	﹤0.01%	1319
2026 Q1	$1.27K	Hold	16	–	–	﹤0.01%	1477
2025 Q4	$1.57K	Sell	16 -5	-24%	-$464	﹤0.01%	1428
2025 Q3	$1.99K	Hold	21	–	–	﹤0.01%	1333
2025 Q2	$2.42K	Hold	21	–	–	﹤0.01%	1296
2025 Q1	$2.34K	Hold	21	–	–	﹤0.01%	1248
2024 Q4	$2.22K	Hold	21	–	–	﹤0.01%	1297
2024 Q3	$2.09K	Hold	21	–	–	﹤0.01%	1338
2024 Q2	$2.08K	Hold	21	–	–	﹤0.01%	1332
2024 Q1	$2.08K	Hold	21	–	–	﹤0.01%	1346
2023 Q4	$1.79K	Hold	21	–	–	﹤0.01%	1374
2023 Q3	$1.6K	Hold	21	–	–	﹤0.01%	1382
2023 Q2	$1.9K	Buy	21 +5	+31%	+$446	﹤0.01%	1325
2023 Q1	$1.32K	Sell	16 -6	-27%	-$475	﹤0.01%	1451
2022 Q4	$1.75K	Buy	22 +6	+38%	+$482	﹤0.01%	1363
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1372
2022 Q2	$1K	Buy	+16	New	+$1.22K	﹤0.01%	1392
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	1400
2021 Q3	$1K	Buy	+16	New	+$1.13K	﹤0.01%	1335

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's CWST Position: Q2 2026 in Review

Bell Investment Advisors increased its Casella Waste Systems (CWST) stake by 38% in Q2 2026, buying an estimated $513 and bringing the position to 22 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Bell Investment Advisors first reported a position in CWST in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.42K in Q2 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Bell Investment Advisors held 22 shares of Casella Waste Systems worth $2.13K as of Q2 2026.
Bell Investment Advisors bought 6 Casella Waste Systems shares in Q2 2026, an estimated $513.
Casella Waste Systems made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1319 holding.
Bell Investment Advisors first reported a position in Casella Waste Systems in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Casella Waste Systems position peaked at $2.42K in Q2 2025.
418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.