Cedar Mountain Advisors
CWST icon

Cedar Mountain Advisors’s Casella Waste Systems CWST Stock Holding History

Cedar Mountain 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
Q3 		$13K Hold
162
– – ﹤0.01% 400
2026
Q2 		$15.7K Buy
162
+11
+7% +$940 ﹤0.01% 399
2026
Q1 		$12K Buy
+151
New +$14.5K ﹤0.01% 412

Other funds holding CWST

Wasatch Advisors
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Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cedar Mountain Advisors's CWST Position: Q3 2026 in Review

Cedar Mountain Advisors held its Casella Waste Systems (CWST) position steady in Q3 2026 at 162 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Cedar Mountain Advisors first reported a position in CWST in Q1 2026 and has held it in 3 quarters since. The position peaked at $15.7K in Q2 2026. 45 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Cedar Mountain Advisors held 162 shares of Casella Waste Systems worth $13K as of Q3 2026.
  • Cedar Mountain Advisors left its Casella Waste Systems share count unchanged in Q3 2026.
  • Casella Waste Systems made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #400 holding.
  • Cedar Mountain Advisors first reported a position in Casella Waste Systems in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Casella Waste Systems position peaked at $15.7K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.