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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return