Corient Private Wealth
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Corient Private Wealth’s Casella Waste Systems CWST Stock Holding History

Corient Private Wealth’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 		$558K Sell
7,046
-12,369
-64% -$1.19M ﹤0.01% 1972
2025
Q4 		$1.91M Buy
19,415
+3,859
+25% +$358K ﹤0.01% 1548
2025
Q3 		$1.48M Buy
15,556
+10,489
+207% +$1.06M ﹤0.01% 1223
2025
Q2 		$585K Sell
5,067
-102
-2% -$11.8K ﹤0.01% 1624
2025
Q1 		$576K Sell
5,169
-300
-5% -$32.8K ﹤0.01% 1532
2024
Q4 		$579K Sell
5,469
-5,917
-52% -$625K ﹤0.01% 1539
2024
Q3 		$1.13M Sell
11,386
-4,338
-28% -$449K ﹤0.01% 1348
2024
Q2 		$1.56M Sell
15,724
-801
-5% -$77.1K ﹤0.01% 1143
2024
Q1 		$1.63M Sell
16,525
-379
-2% -$34K ﹤0.01% 1120
2023
Q4 		$1.44M Buy
16,904
+8,066
+91% +$648K ﹤0.01% 1141
2023
Q3 		$674K Buy
8,838
+1,384
+19% +$113K ﹤0.01% 1340
2023
Q2 		$674K Buy
+7,454
New +$665K ﹤0.01% 1306

Other funds holding CWST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $1.02T AUM 30.18% 1-Year Est. Return

Corient Private Wealth's CWST Position: Q1 2026 in Review

Corient Private Wealth reduced its Casella Waste Systems (CWST) stake by 64% in Q1 2026, selling an estimated $1.19M and leaving 7,046 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Corient Private Wealth first reported a position in CWST in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q4 2025. 405 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Corient Private Wealth held 7,046 shares of Casella Waste Systems worth $558K as of Q1 2026.
  • Corient Private Wealth sold 12,369 Casella Waste Systems shares in Q1 2026, an estimated $1.19M.
  • Casella Waste Systems made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1972 holding.
  • Corient Private Wealth first reported a position in Casella Waste Systems in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Casella Waste Systems position peaked at $1.91M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.