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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
2025
Q2 		– Sell
-6,825
Closed -$536K – 244
2025
Q1 		$536K Buy
+6,825
New +$747K 0.1% 143

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return

Fulcrum Asset Management's CWST Position: Q1 2026 in Review

Fulcrum Asset Management held its Casella Waste Systems (CWST) position steady in Q1 2026 at 2,793 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #156.

Fulcrum Asset Management first reported a position in CWST in Q2 2020 and has held it in 5 quarters since. The position peaked at $613K in Q2 2020. 406 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Fulcrum Asset Management held 2,793 shares of Casella Waste Systems worth $219K as of Q1 2026.
  • Fulcrum Asset Management left its Casella Waste Systems share count unchanged in Q1 2026.
  • Casella Waste Systems made up 0.03% of Fulcrum Asset Management's portfolio in Q1 2026, its #156 holding.
  • Fulcrum Asset Management first reported a position in Casella Waste Systems in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Casella Waste Systems position peaked at $613K in Q2 2020.
  • 406 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.