Carson Wealth (CWM LLC)
CWST icon

Carson Wealth (CWM LLC)’s Casella Waste Systems CWST Stock Holding History

Carson Wealth (CWM LLC)’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 		$38.9K Sell
490
-295
-38% -$28.3K ﹤0.01% 3980
2025
Q4 		$77K Buy
785
+420
+115% +$39K ﹤0.01% 3269
2025
Q3 		$35K Sell
365
-328
-47% -$33K ﹤0.01% 3780
2025
Q2 		$80K Buy
693
+242
+54% +$28K ﹤0.01% 2902
2025
Q1 		$50K Buy
451
+65
+17% +$7.11K ﹤0.01% 2989
2024
Q4 		$41K Buy
386
+40
+12% +$4.22K ﹤0.01% 2944
2024
Q3 		$34K Buy
346
+43
+14% +$4.45K ﹤0.01% 2984
2024
Q2 		$30K Buy
303
+32
+12% +$3.08K ﹤0.01% 2830
2024
Q1 		$27K Buy
271
+145
+115% +$13K ﹤0.01% 2700
2023
Q4 		$11K Sell
126
-119
-49% -$9.56K ﹤0.01% 3126
2023
Q3 		$19K Sell
245
-50
-17% -$4.1K ﹤0.01% 2706
2023
Q2 		$27K Buy
295
+139
+89% +$12.4K ﹤0.01% 2428
2023
Q1 		$13K Sell
156
-91
-37% -$7.2K ﹤0.01% 2780
2022
Q4 		$20K Buy
247
+167
+209% +$13.4K ﹤0.01% 2358
2022
Q3 		$6K Buy
+80
New +$6.41K ﹤0.01% 2957
2022
Q2 		– Sell
-7
Closed -$1K – 3837
2022
Q1 		$1K Sell
7
-18
-72% -$1.43K ﹤0.01% 3321
2021
Q4 		$2K Buy
+25
New +$2.1K ﹤0.01% 3102

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

Carson Wealth (CWM LLC)'s CWST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Casella Waste Systems (CWST) stake by 38% in Q1 2026, selling an estimated $28.3K and leaving 490 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3980.

Carson Wealth (CWM LLC) first reported a position in CWST in Q4 2021 and has held it in 17 quarters since. The position peaked at $80K in Q2 2025. 406 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 490 shares of Casella Waste Systems worth $38.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 295 Casella Waste Systems shares in Q1 2026, an estimated $28.3K.
  • Casella Waste Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3980 holding.
  • Carson Wealth (CWM LLC) first reported a position in Casella Waste Systems in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Casella Waste Systems position peaked at $80K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.