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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
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

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's CWST Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Casella Waste Systems (CWST) in Q2 2026: 8 shares worth $723. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in CWST as recently as Q3 2025.

Cornerstone Planning Group first reported a position in CWST in Q1 2025 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of Casella Waste Systems worth $723 as of Q2 2026.
  • Casella Waste Systems was a new Cornerstone Planning Group position in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1589 holding.
  • Cornerstone Planning Group first reported a position in Casella Waste Systems in Q1 2025 and has held it in 4 quarters since.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.