Fulcrum Asset Management’s Casella Waste Systems CWST Stock Holding History

Fulcrum Asset Management’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	$268K	Buy	2,843 +50	+2%	+$4.27K	0.03%	362
2026 Q1	$219K	Hold	2,793	–	–	0.03%	156
2025 Q4	$280K	Hold	2,793	–	–	0.08%	115
2025 Q3	$265K	Sell	2,793 -1,556	-36%	-$157K	0.07%	115
2025 Q2	$502K	Buy	+4,349	New	+$503K	0.14%	102
2022 Q1	–	Hold	0	–	–	–	28
2021 Q4	–	Hold	0	–	–	–	22
2021 Q3	–	Hold	0	–	–	–	22
2021 Q2	–	Hold	0	–	–	–	22
2021 Q1	–	Hold	0	–	–	–	168
2020 Q4	–	Hold	0	–	–	–	128
2020 Q3	–	Sell	-11,141	Closed	-$613K	–	139
2020 Q2	$613K	Buy	+11,141	New	+$532K	0.21%	130

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

Fulcrum Asset Management's CWST Position: Q2 2026 in Review

Fulcrum Asset Management increased its Casella Waste Systems (CWST) stake by 1.8% in Q2 2026, buying an estimated $4.27K and bringing the position to 2,843 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #362.

Fulcrum Asset Management first reported a position in CWST in Q2 2020 and has held it in 6 quarters since. The position peaked at $613K in Q2 2020. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Fulcrum Asset Management held 2,843 shares of Casella Waste Systems worth $268K as of Q2 2026.
Fulcrum Asset Management bought 50 Casella Waste Systems shares in Q2 2026, an estimated $4.27K.
Casella Waste Systems made up 0.03% of Fulcrum Asset Management's portfolio in Q2 2026, its #362 holding.
Fulcrum Asset Management first reported a position in Casella Waste Systems in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Casella Waste Systems position peaked at $613K in Q2 2020.
418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.