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Comprehensive Financial Planning’s Casella Waste Systems CWST Stock Holding History

Comprehensive Financial Planning’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 		$29.1K Buy
300
+100
+50% +$8.54K 0.02% 211
2026
Q1 		$15.9K Buy
+200
New +$19.2K 0.01% 233
2025
Q4 		– Sell
-500
Closed -$47.4K – 417
2025
Q3 		$47.4K Buy
500
+200
+67% +$20.1K 0.03% 167
2025
Q2 		$34.6K Buy
+300
New +$34.7K 0.03% 171

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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's CWST Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Casella Waste Systems (CWST) stake by 50% in Q2 2026, buying an estimated $8.54K and bringing the position to 300 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #211.

Comprehensive Financial Planning first reported a position in CWST in Q2 2025 and has held it in 4 quarters since. The position peaked at $47.4K in Q3 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Comprehensive Financial Planning held 300 shares of Casella Waste Systems worth $29.1K as of Q2 2026.
  • Comprehensive Financial Planning bought 100 Casella Waste Systems shares in Q2 2026, an estimated $8.54K.
  • Casella Waste Systems made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #211 holding.
  • Comprehensive Financial Planning first reported a position in Casella Waste Systems in Q2 2025 and has held it in 4 quarters since.
  • Comprehensive Financial Planning's Casella Waste Systems position peaked at $47.4K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.