Integrated Wealth Concepts’s Casella Waste Systems CWST Stock Holding History

Integrated Wealth Concepts’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	$24K	Buy	+247	New	+$21.1K	﹤0.01%	3939

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's CWST Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Casella Waste Systems (CWST) in Q2 2026: 247 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #3939 among its holdings.

415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Integrated Wealth Concepts held 247 shares of Casella Waste Systems worth $24K as of Q2 2026.
Casella Waste Systems was a new Integrated Wealth Concepts position in Q2 2026.
Casella Waste Systems made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3939 holding.
415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.