Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Casella Waste Systems CWST Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-2,909
Closed -$285K – 1333
2025
Q4 		$285K Sell
2,909
-82
-3% -$7.61K ﹤0.01% 1305
2025
Q3 		$284K Sell
2,991
-844
-22% -$85K ﹤0.01% 1275
2025
Q2 		$442K Buy
3,835
+289
+8% +$33.4K ﹤0.01% 1156
2025
Q1 		$395K Sell
3,546
-2,491
-41% -$273K ﹤0.01% 1147
2024
Q4 		$639K Buy
6,037
+558
+10% +$58.9K ﹤0.01% 1113
2024
Q3 		$545K Buy
5,479
+548
+11% +$56.7K ﹤0.01% 1151
2024
Q2 		$489K Buy
4,931
+1,341
+37% +$129K ﹤0.01% 1150
2024
Q1 		$355K Buy
3,590
+467
+15% +$41.9K ﹤0.01% 1271
2023
Q4 		$267K Buy
+3,123
New +$251K ﹤0.01% 1354

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Portfolio Solutions's CWST Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Casella Waste Systems (CWST) in Q1 2026, closing a stake of 2,909 shares — an estimated $285K sold.

Envestnet Portfolio Solutions first reported a position in CWST in Q4 2023 and held it in 9 quarters. The position peaked at $639K in Q4 2024. 407 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Casella Waste Systems position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,909 Casella Waste Systems shares in Q1 2026, an estimated $285K.
  • Envestnet Portfolio Solutions first reported a position in Casella Waste Systems in Q4 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Casella Waste Systems position peaked at $639K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.