CWC
CWST icon

Carolinas Wealth Consulting’s Casella Waste Systems CWST Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-63
Closed -$7.06K – 208
2025
Q1 		$7.06K Buy
63
+2
+3% +$219 ﹤0.01% 558
2024
Q4 		$6.44K Buy
61
+1
+2% +$106 ﹤0.01% 599
2024
Q3 		$5.94K Sell
60
-2
-3% -$207 ﹤0.01% 636
2024
Q2 		$6.13K Sell
62
-7
-10% -$674 ﹤0.01% 621
2024
Q1 		$6.8K Buy
69
+12
+21% +$1.08K ﹤0.01% 610
2023
Q4 		$4.87K Sell
57
-19
-25% -$1.53K ﹤0.01% 626
2023
Q3 		$5.73K Sell
76
-1
-1% -$82 ﹤0.01% 591
2023
Q2 		$6.96K Sell
77
-13
-14% -$1.16K ﹤0.01% 638
2023
Q1 		$7.44K Hold
90
– – ﹤0.01% 644
2022
Q4 		$7.14K Sell
90
-1
-1% -$80 ﹤0.01% 655
2022
Q3 		$7K Hold
91
– – ﹤0.01% 621
2022
Q2 		$7K Hold
91
– – ﹤0.01% 620
2022
Q1 		$8K Hold
91
– – ﹤0.01% 633
2021
Q4 		$8K Sell
91
-3
-3% -$251 ﹤0.01% 640
2021
Q3 		$7K Hold
94
– – ﹤0.01% 624
2021
Q2 		$6K Sell
94
-1
-1% -$66 ﹤0.01% 670
2021
Q1 		$6K Hold
95
– – ﹤0.01% 673
2020
Q4 		$6K Sell
95
-22
-19% -$1.31K ﹤0.01% 629
2020
Q3 		$7K Buy
+117
New +$6.4K ﹤0.01% 522

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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

Carolinas Wealth Consulting's CWST Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Casella Waste Systems (CWST) in Q2 2025, closing a stake of 63 shares — an estimated $7.06K sold.

Carolinas Wealth Consulting first reported a position in CWST in Q3 2020 and held it in 19 quarters. The position peaked at $8K in Q1 2022. 392 funds tracked by Wall St. Rank hold CWST as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Casella Waste Systems position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 63 Casella Waste Systems shares in Q2 2025, an estimated $7.06K.
  • Carolinas Wealth Consulting first reported a position in Casella Waste Systems in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Casella Waste Systems position peaked at $8K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.