GRP
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Global Retirement Partners’s Casella Waste Systems CWST Stock Holding History

Global Retirement Partners’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 		$213K Buy
+2,192
New +$187K ﹤0.01% 1551
2025
Q4 		$734K Buy
7,497
+4,087
+120% +$379K 0.01% 768
2025
Q3 		$324K Buy
3,410
+70
+2% +$7.05K 0.01% 949
2025
Q2 		$385K Buy
+3,340
New +$386K 0.01% 825
2024
Q4 		$297K Buy
2,810
+832
+42% +$87.9K 0.01% 803
2024
Q3 		$197K Buy
1,978
+1,077
+120% +$111K 0.01% 919
2024
Q2 		$89.4K Buy
901
+894
+12,771% +$86.1K ﹤0.01% 1257
2024
Q1 		$692 Hold
7
– – ﹤0.01% 3057
2023
Q4 		$585 Buy
+7
New +$563 ﹤0.01% 3042
2023
Q3 		– Sell
-4
Closed -$362 – 3267
2023
Q2 		$362 Hold
4
– – ﹤0.01% 3016
2023
Q1 		$358 Buy
+4
New +$317 ﹤0.01% 2993

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

Global Retirement Partners's CWST Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Casella Waste Systems (CWST) in Q2 2026: 2,192 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CWST as recently as Q4 2025.

Global Retirement Partners first reported a position in CWST in Q1 2023 and has held it in 11 quarters since. The position peaked at $734K in Q4 2025. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Global Retirement Partners held 2,192 shares of Casella Waste Systems worth $213K as of Q2 2026.
  • Casella Waste Systems was a new Global Retirement Partners position in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1551 holding.
  • Global Retirement Partners first reported a position in Casella Waste Systems in Q1 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's Casella Waste Systems position peaked at $734K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.