HHM Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

HHM Wealth Advisors’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	$13K	Hold	134	–	–	﹤0.01%	588
2026 Q1	$10.6K	Hold	134	–	–	﹤0.01%	635
2025 Q4	$13.1K	Hold	134	–	–	﹤0.01%	572
2025 Q3	$12.7K	Hold	134	–	–	﹤0.01%	598
2025 Q2	$15.5K	Hold	134	–	–	﹤0.01%	546
2025 Q1	$14.9K	Hold	134	–	–	﹤0.01%	535
2024 Q4	$14.2K	Hold	134	–	–	﹤0.01%	547
2024 Q3	$13.3K	Hold	134	–	–	﹤0.01%	522
2024 Q2	$13.3K	Hold	134	–	–	﹤0.01%	514
2024 Q1	$13.2K	Hold	134	–	–	﹤0.01%	481
2023 Q4	$11.5K	Hold	134	–	–	﹤0.01%	493
2023 Q3	$10.2K	Hold	134	–	–	﹤0.01%	501
2023 Q2	$12.1K	Hold	134	–	–	﹤0.01%	497
2023 Q1	$11.1K	Buy	+134	New	+$10.6K	﹤0.01%	508

Other funds holding CWST

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

HHM Wealth Advisors's CWST Position: Q2 2026 in Review

HHM Wealth Advisors held its Casella Waste Systems (CWST) position steady in Q2 2026 at 134 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

HHM Wealth Advisors first reported a position in CWST in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.5K in Q2 2025. 90 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

HHM Wealth Advisors held 134 shares of Casella Waste Systems worth $13K as of Q2 2026.
HHM Wealth Advisors left its Casella Waste Systems share count unchanged in Q2 2026.
Casella Waste Systems made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #588 holding.
HHM Wealth Advisors first reported a position in Casella Waste Systems in Q1 2023 and has held it in 14 quarters since.
HHM Wealth Advisors's Casella Waste Systems position peaked at $15.5K in Q2 2025.
90 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.