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Forte Capital’s Casella Waste Systems CWST Stock Holding History

Forte Capital’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
2025
Q2 		$507K Sell
4,390
-1,095
-20% -$127K 0.05% 170
2025
Q1 		$612K Sell
5,485
-585
-10% -$64K 0.07% 157
2024
Q4 		$642K Sell
6,070
-535
-8% -$56.5K 0.07% 145
2024
Q3 		$657K Sell
6,605
-385
-6% -$39.9K 0.07% 149
2024
Q2 		$694K Buy
6,990
+40
+0.6% +$3.85K 0.08% 130
2024
Q1 		$687K Sell
6,950
-25
-0.4% -$2.24K 0.09% 130
2023
Q4 		$596K Sell
6,975
-175
-2% -$14.1K 0.08% 130
2023
Q3 		$546K Buy
7,150
+1,755
+33% +$144K 0.08% 122
2023
Q2 		$488K Sell
5,395
-1,445
-21% -$129K 0.07% 143
2023
Q1 		$565K Sell
6,840
-10
-0.1% -$791 0.09% 127
2022
Q4 		$543K Hold
6,850
– – 0.09% 121
2022
Q3 		$523K Hold
6,850
– – 0.09% 117
2022
Q2 		$498K Sell
6,850
-110
-2% -$8.38K 0.09% 124
2022
Q1 		$595K Hold
6,960
– – 0.08% 143
2021
Q4 		$595K Buy
6,960
+30
+0.4% +$2.51K 0.08% 143
2021
Q3 		$526K Buy
6,930
+815
+13% +$57.4K 0.07% 150
2021
Q2 		$388K Hold
6,115
– – 0.05% 165
2021
Q1 		$389K Buy
6,115
+1,875
+44% +$113K 0.06% 156
2020
Q4 		$263K Hold
4,240
– – 0.04% 174
2020
Q3 		$237K Buy
+4,240
New +$232K 0.04% 168

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return