EWA
CWST icon

EverSource Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

EverSource Wealth Advisors’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 		$18.1K Sell
187
-249
-57% -$21.3K ﹤0.01% 2512
2026
Q1 		$34.6K Buy
436
+99
+29% +$9.49K ﹤0.01% 2161
2025
Q4 		$33K Buy
337
+98
+41% +$9.1K ﹤0.01% 2035
2025
Q3 		$22.7K Sell
239
-46
-16% -$4.63K ﹤0.01% 2272
2025
Q2 		$32.9K Buy
285
+200
+235% +$23.1K ﹤0.01% 1917
2025
Q1 		$9.48K Buy
85
+48
+130% +$5.25K ﹤0.01% 2138
2024
Q4 		$3.92K Hold
37
– – ﹤0.01% 2452
2024
Q3 		$3.68K Hold
37
– – ﹤0.01% 2346
2024
Q2 		$3.83K Buy
37
+6
+19% +$578 ﹤0.01% 2312
2024
Q1 		$2.8K Hold
31
– – ﹤0.01% 2275
2023
Q4 		$2.65K Buy
31
+6
+24% +$482 ﹤0.01% 2094
2023
Q3 		$1.91K Buy
25
+13
+108% +$1.07K ﹤0.01% 2020
2023
Q2 		$1.08K Hold
12
– – ﹤0.01% 2196
2023
Q1 		$992 Hold
12
– – ﹤0.01% 2117
2022
Q4 		$952 Hold
12
– – ﹤0.01% 2105
2022
Q3 		$1K Buy
+12
New +$962 ﹤0.01% 1796
2022
Q2 		– Sell
-64
Closed -$6K – 1751
2022
Q1 		$6K Hold
64
– – ﹤0.01% 1175
2021
Q4 		$5K Buy
+64
New +$5.36K ﹤0.01% 1248

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's CWST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Casella Waste Systems (CWST) stake by 57% in Q2 2026, selling an estimated $21.3K and leaving 187 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

EverSource Wealth Advisors first reported a position in CWST in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.6K in Q1 2026. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • EverSource Wealth Advisors held 187 shares of Casella Waste Systems worth $18.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 249 Casella Waste Systems shares in Q2 2026, an estimated $21.3K.
  • Casella Waste Systems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2512 holding.
  • EverSource Wealth Advisors first reported a position in Casella Waste Systems in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Casella Waste Systems position peaked at $34.6K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.