Focus Partners Wealth
CWST icon

Focus Partners Wealth’s Casella Waste Systems CWST Stock Holding History

Focus Partners Wealth’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 		$2.85M Sell
35,869
-2,688
-7% -$258K ﹤0.01% 1160
2025
Q4 		$3.78M Sell
38,557
-2
-0% -$186 ﹤0.01% 1053
2025
Q3 		$3.62M Sell
38,559
-441
-1% -$44.4K 0.01% 847
2025
Q2 		$4.5M Buy
39,000
+39
+0.1% +$4.51K 0.01% 706
2025
Q1 		$4.34M Sell
38,961
-8
-0% -$875 0.01% 667
2024
Q4 		$4.12M Buy
38,969
+717
+2% +$75.7K 0.01% 668
2024
Q3 		$3.81M Sell
38,252
-37,080
-49% -$3.84M 0.01% 625
2024
Q2 		$7.47M Buy
75,332
+38,227
+103% +$3.68M 0.03% 424
2024
Q1 		$3.67M Buy
37,105
+4,285
+13% +$384K 0.03% 376
2023
Q4 		$2.81M Buy
+32,820
New +$2.64M 0.04% 311

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