Cornerstone Planning Group
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Cornerstone Planning Group’s Casella Waste Systems CWST Stock Holding History

Cornerstone Planning Group’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
-8
Closed -$723 – 524
2026
Q2 		$723 Buy
+8
New +$683 ﹤0.01% 1589
2025
Q4 		– Sell
-2
Closed -$166 – 1742
2025
Q3 		$166 Sell
2
-3
-60% -$302 ﹤0.01% 1619
2025
Q2 		$496 Buy
5
+3
+150% +$347 ﹤0.01% 1299
2025
Q1 		$227 Buy
+2
New +$219 ﹤0.01% 1453

Other funds holding CWST

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's CWST Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Casella Waste Systems (CWST) in Q3 2026, closing a stake of 8 shares — an estimated $723 sold.

Cornerstone Planning Group first reported a position in CWST in Q1 2025 and held it in 4 quarters. The position peaked at $723 in Q2 2026. 74 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Casella Waste Systems position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Casella Waste Systems shares in Q3 2026, an estimated $723.
  • Cornerstone Planning Group first reported a position in Casella Waste Systems in Q1 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Casella Waste Systems position peaked at $723 in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.