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Everhart Financial Group’s Casella Waste Systems CWST Stock Holding History

Everhart Financial Group’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
-2,734
Closed -$268K – 471
2025
Q4 		$268K Sell
2,734
-283
-9% -$26.3K 0.02% 351
2025
Q3 		$286K Sell
3,017
-2,215
-42% -$223K 0.03% 321
2025
Q2 		$604K Buy
5,232
+1,294
+33% +$150K 0.07% 203
2025
Q1 		$439K Buy
3,938
+547
+16% +$59.9K 0.06% 229
2024
Q4 		$359K Sell
3,391
-236
-7% -$24.9K 0.07% 238
2024
Q3 		$361K Buy
+3,627
New +$375K 0.08% 236

Other funds holding CWST

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Everhart Financial Group's CWST Position: Q1 2026 in Review

Everhart Financial Group sold out of Casella Waste Systems (CWST) in Q1 2026, closing a stake of 2,734 shares — an estimated $268K sold.

Everhart Financial Group first reported a position in CWST in Q3 2024 and held it in 6 quarters. The position peaked at $604K in Q2 2025. 405 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Everhart Financial Group reported no remaining Casella Waste Systems position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,734 Casella Waste Systems shares in Q1 2026, an estimated $268K.
  • Everhart Financial Group first reported a position in Casella Waste Systems in Q3 2024 and held it in 6 quarters.
  • Everhart Financial Group's Casella Waste Systems position peaked at $604K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.