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BFC Planning, Inc.’s Casella Waste Systems CWST Stock Holding History

BFC Planning, Inc.’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 		$7.95K Hold
82
– – ﹤0.01% 2480
2026
Q1 		$6.5K Hold
82
– – ﹤0.01% 2210
2025
Q4 		$8.03K Hold
82
– – ﹤0.01% 2155
2025
Q3 		$7.78K Sell
82
-6
-7% -$604 ﹤0.01% 2032
2025
Q2 		$10.2K Buy
88
+18
+26% +$2.08K ﹤0.01% 1797
2025
Q1 		$7.81K Hold
70
– – ﹤0.01% 1869
2024
Q4 		$7.41K Buy
+70
New +$7.39K ﹤0.01% 1883

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s CWST Position: Q2 2026 in Review

BFC Planning, Inc. held its Casella Waste Systems (CWST) position steady in Q2 2026 at 82 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

BFC Planning, Inc. first reported a position in CWST in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q2 2025. 420 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • BFC Planning, Inc. held 82 shares of Casella Waste Systems worth $7.95K as of Q2 2026.
  • BFC Planning, Inc. left its Casella Waste Systems share count unchanged in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2480 holding.
  • BFC Planning, Inc. first reported a position in Casella Waste Systems in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Casella Waste Systems position peaked at $10.2K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.