Envestnet Portfolio Solutions
CWST icon

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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return