Cerity Partners
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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
Q2 		$457K Buy
4,715
+882
+23% +$75.3K ﹤0.01% 2489
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's CWST Position: Q2 2026 in Review

Cerity Partners increased its Casella Waste Systems (CWST) stake by 23% in Q2 2026, buying an estimated $75.3K and bringing the position to 4,715 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Cerity Partners first reported a position in CWST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Cerity Partners held 4,715 shares of Casella Waste Systems worth $457K as of Q2 2026.
  • Cerity Partners bought 882 Casella Waste Systems shares in Q2 2026, an estimated $75.3K.
  • Casella Waste Systems made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2489 holding.
  • Cerity Partners first reported a position in Casella Waste Systems in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Casella Waste Systems position peaked at $1.02M in Q1 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.