F/M Investments’s Casella Waste Systems CWST Stock Holding History

F/M Investments’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	$218K	Buy	+2,246	New	+$192K	0.01%	338
2026 Q1	–	Sell	-52,858	Closed	-$5.18M	–	358
2025 Q4	$5.18M	Sell	52,858 -2,288	-4%	-$212K	0.2%	123
2025 Q3	$5.23M	Buy	55,146 +10,961	+25%	+$1.1M	0.2%	115
2025 Q2	$5.1M	Buy	44,185 +4,165	+10%	+$481K	0.19%	116
2025 Q1	$4.46M	Sell	40,020 -683	-2%	-$74.7K	0.18%	122
2024 Q4	$4.31M	Sell	40,703 -70,905	-64%	-$7.49M	0.16%	131
2024 Q3	$11.1M	Sell	111,608 -191	-0.2%	-$19.8K	0.35%	95
2024 Q2	$11.1M	Buy	+111,799	New	+$10.8M	0.4%	75

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

F/M Investments's CWST Position: Q2 2026 in Review

F/M Investments opened a new position in Casella Waste Systems (CWST) in Q2 2026: 2,246 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: F/M Investments previously reported a position in CWST as recently as Q4 2025.

F/M Investments first reported a position in CWST in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q3 2024. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

F/M Investments held 2,246 shares of Casella Waste Systems worth $218K as of Q2 2026.
Casella Waste Systems was a new F/M Investments position in Q2 2026.
Casella Waste Systems made up 0.01% of F/M Investments's portfolio in Q2 2026, its #338 holding.
F/M Investments first reported a position in Casella Waste Systems in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Casella Waste Systems position peaked at $11.1M in Q3 2024.
417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.