Edgestream Partners’s Casella Waste Systems CWST Stock Holding History

Edgestream 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 Q1	$223K	Buy	+2,808	New	+$269K	0.01%	844
2025 Q4	–	Sell	-92,173	Closed	-$8.75M	–	977
2025 Q3	$8.75M	Buy	92,173 +63,373	+220%	+$6.38M	0.26%	90
2025 Q2	$3.32M	Buy	28,800 +11,996	+71%	+$1.39M	0.09%	407
2025 Q1	$1.87M	Buy	+16,804	New	+$1.84M	0.06%	505
2024 Q4	–	Sell	-21,653	Closed	-$2.15M	–	894
2024 Q3	$2.15M	Buy	+21,653	New	+$2.24M	0.09%	381
2024 Q1	–	Sell	-5,199	Closed	-$444K	–	850
2023 Q4	$444K	Sell	5,199 -5,774	-53%	-$464K	0.03%	637
2023 Q3	$837K	Sell	10,973 -12,499	-53%	-$1.02M	0.07%	453
2023 Q2	$2.12M	Buy	+23,472	New	+$2.09M	0.19%	167

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