DiNuzzo Private Wealth’s Casella Waste Systems CWST Stock Holding History

DiNuzzo Private Wealth’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	$582	Hold	6	–	–	﹤0.01%	1062
2026 Q1	$477	Hold	6	–	–	﹤0.01%	1091
2025 Q4	$588	Hold	6	–	–	﹤0.01%	1034
2025 Q3	$592	Hold	6	–	–	﹤0.01%	1050
2025 Q2	$693	Hold	6	–	–	﹤0.01%	975
2025 Q1	$670	Hold	6	–	–	﹤0.01%	952
2024 Q4	$635	Hold	6	–	–	﹤0.01%	995
2024 Q3	$597	Hold	6	–	–	﹤0.01%	1046
2024 Q2	$596	Buy	6 +1	+20%	+$96	﹤0.01%	979
2024 Q1	$495	Hold	5	–	–	﹤0.01%	980
2023 Q4	$428	Buy	+5	New	+$402	﹤0.01%	1035

Other funds holding CWST

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return