Curated Wealth Partners
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Curated Wealth Partners’s Casella Waste Systems CWST Stock Holding History

Curated Wealth Partners’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
-2,315
Closed -$224K – 569
2026
Q2 		$224K Buy
+2,315
New +$198K 0.03% 220
2026
Q1 		– Sell
-2,891
Closed -$283K – 239
2025
Q4 		$283K Buy
2,891
+380
+15% +$35.3K 0.03% 163
2025
Q3 		$238K Buy
2,511
+64
+3% +$6.44K 0.03% 140
2025
Q2 		$282K Buy
2,447
+387
+19% +$44.7K 0.03% 131
2025
Q1 		$230K Buy
+2,060
New +$225K 0.03% 141

Other funds holding CWST

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Curated Wealth Partners's CWST Position: Q3 2026 in Review

Curated Wealth Partners sold out of Casella Waste Systems (CWST) in Q3 2026, closing a stake of 2,315 shares — an estimated $224K sold.

Curated Wealth Partners first reported a position in CWST in Q1 2025 and held it in 5 quarters. The position peaked at $283K in Q4 2025. 178 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Curated Wealth Partners reported no remaining Casella Waste Systems position as of Q3 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 2,315 Casella Waste Systems shares in Q3 2026, an estimated $224K.
  • Curated Wealth Partners first reported a position in Casella Waste Systems in Q1 2025 and held it in 5 quarters.
  • Curated Wealth Partners's Casella Waste Systems position peaked at $283K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.