Farther Finance Advisors’s Casella Waste Systems CWST Stock Holding History

Farther Finance 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 Q3	$16.8K	Buy	209 +50	+31%	+$4.57K	﹤0.01%	4277
2026 Q2	$15.4K	Sell	159 -192	-55%	-$16.4K	﹤0.01%	4149
2026 Q1	$28.6K	Buy	351 +60	+21%	+$5.75K	﹤0.01%	3403
2025 Q4	$28.5K	Buy	291 +55	+23%	+$5.11K	﹤0.01%	3191
2025 Q3	$22.4K	Buy	236 +212	+883%	+$21.3K	﹤0.01%	2971
2025 Q2	$2.77K	Sell	24 -4	-14%	-$462	﹤0.01%	3584
2025 Q1	$3.15K	Sell	28 -5	-15%	-$547	﹤0.01%	3227
2024 Q4	$3.49K	Sell	33 -41	-55%	-$4.33K	﹤0.01%	2811
2024 Q3	$7.36K	Buy	74 +6	+9%	+$621	﹤0.01%	2487
2024 Q2	$6.57K	Buy	68 +37	+119%	+$3.56K	﹤0.01%	2266
2024 Q1	$3.02K	Buy	31 +11	+55%	+$986	﹤0.01%	2316
2023 Q4	$1.71K	Buy	+20	New	+$1.61K	﹤0.01%	2494

Other funds holding CWST

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's CWST Position: Q3 2026 in Review

Farther Finance Advisors increased its Casella Waste Systems (CWST) stake by 31% in Q3 2026, buying an estimated $4.57K and bringing the position to 209 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4277.

Farther Finance Advisors first reported a position in CWST in Q4 2023 and has held it in 12 quarters since. The position peaked at $28.6K in Q1 2026. 15 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

Farther Finance Advisors held 209 shares of Casella Waste Systems worth $16.8K as of Q3 2026.
Farther Finance Advisors bought 50 Casella Waste Systems shares in Q3 2026, an estimated $4.57K.
Casella Waste Systems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4277 holding.
Farther Finance Advisors first reported a position in Casella Waste Systems in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Casella Waste Systems position peaked at $28.6K in Q1 2026.
15 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.