Focus Partners Wealth
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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
Q2 		$3.64M Buy
37,552
+1,683
+5% +$144K ﹤0.01% 1092
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 $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 $3.37T 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
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

Focus Partners Wealth's CWST Position: Q2 2026 in Review

Focus Partners Wealth increased its Casella Waste Systems (CWST) stake by 4.7% in Q2 2026, buying an estimated $144K and bringing the position to 37,552 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Focus Partners Wealth first reported a position in CWST in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.47M in Q2 2024. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Focus Partners Wealth held 37,552 shares of Casella Waste Systems worth $3.64M as of Q2 2026.
  • Focus Partners Wealth bought 1,683 Casella Waste Systems shares in Q2 2026, an estimated $144K.
  • Casella Waste Systems made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1092 holding.
  • Focus Partners Wealth first reported a position in Casella Waste Systems in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Casella Waste Systems position peaked at $7.47M in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.