Commonwealth Equity Services
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Commonwealth Equity Services’s Casella Waste Systems CWST Stock Holding History

Commonwealth Equity Services’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 		$420K Buy
4,329
+112
+3% +$9.57K ﹤0.01% 3454
2026
Q1 		$335K Sell
4,217
-37
-0.9% -$3.54K ﹤0.01% 3572
2025
Q4 		$417K Sell
4,254
-361
-8% -$33.5K ﹤0.01% 3334
2025
Q3 		$438K Buy
4,615
+21
+0.5% +$2.11K ﹤0.01% 3289
2025
Q2 		$530K Buy
4,594
+566
+14% +$65.4K ﹤0.01% 3091
2025
Q1 		$449K Buy
4,028
+121
+3% +$13.2K ﹤0.01% 3111
2024
Q4 		$413K Sell
3,907
-918
-19% -$96.9K ﹤0.01% 3129
2024
Q3 		$480K Buy
4,825
+73
+2% +$7.56K ﹤0.01% 2922
2024
Q2 		$471K Sell
4,752
-434
-8% -$41.8K ﹤0.01% 2885
2024
Q1 		$513K Sell
5,186
-129
-2% -$11.6K ﹤0.01% 2799
2023
Q4 		$454K Buy
5,315
+140
+3% +$11.3K ﹤0.01% 2799
2023
Q3 		$395K Sell
5,175
-180
-3% -$14.8K ﹤0.01% 2795
2023
Q2 		$484K Buy
5,355
+62
+1% +$5.53K ﹤0.01% 2652
2023
Q1 		$437 Hold
5,293
– – ﹤0.01% 2670
2022
Q4 		$419K Sell
5,293
-111
-2% -$8.91K ﹤0.01% 2611
2022
Q3 		$412K Buy
5,404
+588
+12% +$47.1K ﹤0.01% 2572
2022
Q2 		$350K Sell
4,816
-7
-0.1% -$533 ﹤0.01% 2693
2022
Q1 		$422K Sell
4,823
-31
-0.6% -$2.47K ﹤0.01% 2667
2021
Q4 		$414K Sell
4,854
-76
-2% -$6.37K ﹤0.01% 2687
2021
Q3 		$374K Buy
4,930
+1,299
+36% +$91.5K ﹤0.01% 2718
2021
Q2 		$230K Buy
3,631
+166
+5% +$11K ﹤0.01% 3145
2021
Q1 		$220K Hold
3,465
– – ﹤0.01% 3055
2020
Q4 		$214K Buy
+3,465
New +$206K ﹤0.01% 2862

Other funds holding CWST

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services's CWST Position: Q2 2026 in Review

Commonwealth Equity Services increased its Casella Waste Systems (CWST) stake by 2.7% in Q2 2026, buying an estimated $9.57K and bringing the position to 4,329 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

Commonwealth Equity Services first reported a position in CWST in Q4 2020 and has held it in 23 quarters since. The position peaked at $530K in Q2 2025. 107 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Commonwealth Equity Services held 4,329 shares of Casella Waste Systems worth $420K as of Q2 2026.
  • Commonwealth Equity Services bought 112 Casella Waste Systems shares in Q2 2026, an estimated $9.57K.
  • Casella Waste Systems made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3454 holding.
  • Commonwealth Equity Services first reported a position in Casella Waste Systems in Q4 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's Casella Waste Systems position peaked at $530K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.