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Cerity Partners’s
Casella Waste Systems
CWST
Stock Holding History
Cerity Partners’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
$304K
Sell
3,833
-3,729
-49%
-$357K
﹤0.01%
2600
2025
Q4
$741K
Buy
7,562
+507
+7%
+$47.1K
﹤0.01%
1862
2025
Q3
$669K
Buy
7,055
+828
+13%
+$83.4K
﹤0.01%
1802
2025
Q2
$718K
Sell
6,227
-2,942
-32%
-$340K
﹤0.01%
1683
2025
Q1
$1.02M
Buy
9,169
+976
+12%
+$107K
﹤0.01%
1418
2024
Q4
$815K
Sell
8,193
-1,102
-12%
-$116K
﹤0.01%
1513
2024
Q3
$925K
Buy
9,295
+1,478
+19%
+$153K
﹤0.01%
1434
2024
Q2
$776K
Sell
7,817
-2,213
-22%
-$213K
﹤0.01%
1338
2024
Q1
$992K
Buy
+10,030
New
+$899K
﹤0.01%
1282
Other funds holding CWST
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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