CWP
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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
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

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

Curated Wealth Partners's CWST Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Casella Waste Systems (CWST) in Q2 2026: 2,315 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #220 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CWST as recently as Q4 2025.

Curated Wealth Partners first reported a position in CWST in Q1 2025 and has held it in 5 quarters since. The position peaked at $283K in Q4 2025. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Curated Wealth Partners held 2,315 shares of Casella Waste Systems worth $224K as of Q2 2026.
  • Casella Waste Systems was a new Curated Wealth Partners position in Q2 2026.
  • Casella Waste Systems made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Curated Wealth Partners first reported a position in Casella Waste Systems in Q1 2025 and has held it in 5 quarters since.
  • Curated Wealth Partners's Casella Waste Systems position peaked at $283K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.