CFG
CWST icon

Clayton Financial Group’s Casella Waste Systems CWST Stock Holding History

Clayton Financial Group’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
2025
Q4 		– Sell
-29
Closed -$2.75K – 617
2025
Q3 		$2.75K Buy
+29
New +$2.92K ﹤0.01% 225

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Clayton Financial Group's CWST Position: Q4 2025 in Review

Clayton Financial Group sold out of Casella Waste Systems (CWST) in Q4 2025, closing a stake of 29 shares — an estimated $2.75K sold.

Clayton Financial Group first reported a position in CWST in Q3 2025 and held it in 1 quarter. The position peaked at $2.75K in Q3 2025. 393 funds tracked by Wall St. Rank hold CWST as of Q4 2025.

  • Clayton Financial Group reported no remaining Casella Waste Systems position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 29 Casella Waste Systems shares in Q4 2025, an estimated $2.75K.
  • Clayton Financial Group first reported a position in Casella Waste Systems in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's Casella Waste Systems position peaked at $2.75K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.