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IFP Advisors’s Casella Waste Systems CWST Stock Holding History

IFP 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 		$1.46K Hold
15
– – ﹤0.01% 4378
2026
Q1 		$1.19K Hold
15
– – ﹤0.01% 4151
2025
Q4 		$1.47K Buy
15
+10
+200% +$928 ﹤0.01% 3945
2025
Q3 		$474 Buy
+5
New +$503 ﹤0.01% 4185
2025
Q2 		– Hold
0
– – – 2622
2025
Q1 		– Hold
0
– – – 3406
2024
Q4 		– Hold
0
– – – 3363
2017
Q4 		– Sell
-200
Closed -$4K – 3855
2017
Q3 		$4K Hold
200
– – ﹤0.01% 3489
2017
Q2 		$3K Hold
200
– – ﹤0.01% 3593
2017
Q1 		$3K Buy
+200
New +$2.48K ﹤0.01% 3503

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

IFP Advisors's CWST Position: Q2 2026 in Review

IFP Advisors held its Casella Waste Systems (CWST) position steady in Q2 2026 at 15 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4378.

IFP Advisors first reported a position in CWST in Q1 2017 and has held it in 7 quarters since. The position peaked at $4K in Q3 2017. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • IFP Advisors held 15 shares of Casella Waste Systems worth $1.46K as of Q2 2026.
  • IFP Advisors left its Casella Waste Systems share count unchanged in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4378 holding.
  • IFP Advisors first reported a position in Casella Waste Systems in Q1 2017 and has held it in 7 quarters since.
  • IFP Advisors's Casella Waste Systems position peaked at $4K in Q3 2017.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.