Cetera Investment Advisers
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Cetera Investment Advisers’s Casella Waste Systems CWST Stock Holding History

Cetera Investment Advisers’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 		$1.97M Sell
20,355
-1,194
-6% -$102K ﹤0.01% 2396
2026
Q1 		$1.71M Buy
21,549
+1,829
+9% +$175K ﹤0.01% 2433
2025
Q4 		$1.93M Buy
19,720
+437
+2% +$40.6K ﹤0.01% 2238
2025
Q3 		$1.83M Buy
19,283
+14,356
+291% +$1.45M ﹤0.01% 2253
2025
Q2 		$568K Sell
4,927
-1,289
-21% -$149K ﹤0.01% 2859
2025
Q1 		$693K Buy
6,216
+2,035
+49% +$223K ﹤0.01% 2577
2024
Q4 		$442K Sell
4,181
-1,529
-27% -$161K ﹤0.01% 2780
2024
Q3 		$568K Sell
5,710
-470
-8% -$48.6K ﹤0.01% 2544
2024
Q2 		$613K Sell
6,180
-1,691
-21% -$163K ﹤0.01% 2438
2024
Q1 		$778K Buy
7,871
+4,882
+163% +$438K ﹤0.01% 2264
2023
Q4 		$255K Sell
2,989
-799
-21% -$64.2K ﹤0.01% 1886
2023
Q3 		$289K Buy
3,788
+511
+16% +$41.9K ﹤0.01% 1753
2023
Q2 		$296K Sell
3,277
-599
-15% -$53.5K ﹤0.01% 1761
2023
Q1 		$320K Buy
3,876
+12
+0.3% +$950 ﹤0.01% 1666
2022
Q4 		$306K Buy
+3,864
New +$310K ﹤0.01% 1658
2022
Q2 		– Sell
-4,089
Closed -$358K – 1840
2022
Q1 		$358K Sell
4,089
-283
-6% -$22.5K 0.01% 1378
2021
Q4 		$373K Buy
4,372
+192
+5% +$16.1K 0.01% 1366
2021
Q3 		$317K Buy
+4,180
New +$295K 0.01% 1404

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's CWST Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Casella Waste Systems (CWST) stake by 5.5% in Q2 2026, selling an estimated $102K and leaving 20,355 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Cetera Investment Advisers first reported a position in CWST in Q3 2021 and has held it in 18 quarters since. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Cetera Investment Advisers held 20,355 shares of Casella Waste Systems worth $1.97M as of Q2 2026.
  • Cetera Investment Advisers sold 1,194 Casella Waste Systems shares in Q2 2026, an estimated $102K.
  • Casella Waste Systems made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2396 holding.
  • Cetera Investment Advisers first reported a position in Casella Waste Systems in Q3 2021 and has held it in 18 quarters since.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.