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CoreCap Advisors’s Casella Waste Systems CWST Stock Holding History

CoreCap 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
Q3 		– Sell
-13
Closed -$1.26K – 3202
2026
Q2 		$1.26K Buy
+13
New +$1.11K ﹤0.01% 2647

Other funds holding CWST

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's CWST Position: Q3 2026 in Review

CoreCap Advisors sold out of Casella Waste Systems (CWST) in Q3 2026, closing a stake of 13 shares — an estimated $1.26K sold.

CoreCap Advisors first reported a position in CWST in Q2 2026 and held it in 1 quarter. The position peaked at $1.26K in Q2 2026. 15 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • CoreCap Advisors reported no remaining Casella Waste Systems position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 13 Casella Waste Systems shares in Q3 2026, an estimated $1.26K.
  • CoreCap Advisors first reported a position in Casella Waste Systems in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Casella Waste Systems position peaked at $1.26K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.