Covestor’s Casella Waste Systems CWST Stock Holding History

Covestor’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	$59K	Buy	745 +620	+496%	+$59.4K	0.04%	594
2025 Q4	$12K	Sell	125 -477	-79%	-$44.3K	0.01%	1478
2025 Q3	$57K	Buy	602 +296	+97%	+$29.8K	0.03%	846
2025 Q2	$35K	Buy	306 +182	+147%	+$21K	0.02%	1038
2025 Q1	$14K	Sell	124 -152	-55%	-$16.6K	0.01%	1304
2024 Q4	$29K	Buy	276 +153	+124%	+$16.2K	0.02%	1044
2024 Q3	$12K	Hold	123	–	–	0.01%	1424
2024 Q2	$12K	Buy	123 +1	+0.8%	+$96	0.01%	1404
2024 Q1	$12K	Sell	122 -1	-0.8%	-$90	0.01%	1432
2023 Q4	$11K	Hold	123	–	–	0.01%	1476
2023 Q3	$9K	Hold	123	–	–	0.01%	1475
2023 Q2	$11K	Sell	123 -1	-0.8%	-$89	0.01%	1379
2023 Q1	$10K	Sell	124 -1	-0.8%	-$79	0.01%	1304
2022 Q4	$10K	Hold	125	–	–	0.01%	1316
2022 Q3	$10K	Sell	125 -2	-2%	-$160	0.01%	1250
2022 Q2	$9K	Buy	127 +109	+606%	+$8.3K	0.01%	1246
2022 Q1	$2K	Sell	18 -3	-14%	-$239	﹤0.01%	1664
2021 Q4	$2K	Buy	+21	New	+$1.76K	﹤0.01%	1528

Other funds holding CWST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return