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Clearstead Advisors’s Casella Waste Systems CWST Stock Holding History

Clearstead 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
Q2 		$28.5K Buy
294
+94
+47% +$8.03K ﹤0.01% 1683
2026
Q1 		$15.9K Sell
200
-1,908
-91% -$183K ﹤0.01% 1495
2025
Q4 		$206K Buy
2,108
+1,333
+172% +$124K ﹤0.01% 931
2025
Q3 		$73.5K Sell
775
-3,213
-81% -$323K ﹤0.01% 1154
2025
Q2 		$460K Sell
3,988
-124
-3% -$14.3K 0.01% 633
2025
Q1 		$459K Buy
4,112
+592
+17% +$64.8K 0.01% 602
2024
Q4 		$372K Sell
3,520
-20
-0.6% -$2.11K 0.01% 656
2024
Q3 		$352K Sell
3,540
-129
-4% -$13.4K 0.01% 662
2024
Q2 		$364K Buy
3,669
+3,469
+1,735% +$334K 0.01% 617
2024
Q1 		$19.3K Buy
+200
New +$17.9K ﹤0.01% 952

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

Clearstead Advisors's CWST Position: Q2 2026 in Review

Clearstead Advisors increased its Casella Waste Systems (CWST) stake by 47% in Q2 2026, buying an estimated $8.03K and bringing the position to 294 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Clearstead Advisors first reported a position in CWST in Q1 2024 and has held it in 10 quarters since. The position peaked at $460K in Q2 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Clearstead Advisors held 294 shares of Casella Waste Systems worth $28.5K as of Q2 2026.
  • Clearstead Advisors bought 94 Casella Waste Systems shares in Q2 2026, an estimated $8.03K.
  • Casella Waste Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1683 holding.
  • Clearstead Advisors first reported a position in Casella Waste Systems in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Casella Waste Systems position peaked at $460K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.