JWA
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JFS Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

JFS 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 		$3.3K Buy
34
+7
+26% +$598 ﹤0.01% 1449
2026
Q1 		$2.14K Sell
27
-5
-16% -$479 ﹤0.01% 1483
2025
Q4 		$3.13K Buy
32
+11
+52% +$1.02K ﹤0.01% 1413
2025
Q3 		$1.99K Hold
21
– – ﹤0.01% 1441
2025
Q2 		$2.42K Hold
21
– – ﹤0.01% 1345
2025
Q1 		$2.34K Hold
21
– – ﹤0.01% 1412
2024
Q4 		$2.22K Hold
21
– – ﹤0.01% 1432
2024
Q3 		$2.09K Buy
21
+1
+5% +$104 ﹤0.01% 1469
2024
Q2 		$1.99K Hold
20
– – ﹤0.01% 1434
2024
Q1 		$1.98K Hold
20
– – ﹤0.01% 1446
2023
Q4 		$1.71K Sell
20
-2
-9% -$161 ﹤0.01% 1497
2023
Q3 		$1.68K Sell
22
-4
-15% -$328 ﹤0.01% 1431
2023
Q2 		$2.35K Hold
26
– – ﹤0.01% 1318
2023
Q1 		$2.15K Sell
26
-1
-4% -$79 ﹤0.01% 1331
2022
Q4 		$2.14K Buy
27
+2
+8% +$161 ﹤0.01% 1347
2022
Q3 		$2K Buy
25
+10
+67% +$802 ﹤0.01% 1302
2022
Q2 		$1K Sell
15
-6
-29% -$457 ﹤0.01% 1501
2022
Q1 		$2K Buy
21
+12
+133% +$956 ﹤0.01% 1396
2021
Q4 		$1K Buy
+9
New +$754 ﹤0.01% 1318

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

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

JFS Wealth Advisors increased its Casella Waste Systems (CWST) stake by 26% in Q2 2026, buying an estimated $598 and bringing the position to 34 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

JFS Wealth Advisors first reported a position in CWST in Q4 2021 and has held it in 19 quarters since. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • JFS Wealth Advisors held 34 shares of Casella Waste Systems worth $3.3K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Casella Waste Systems shares in Q2 2026, an estimated $598.
  • Casella Waste Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1449 holding.
  • JFS Wealth Advisors first reported a position in Casella Waste Systems in Q4 2021 and has held it in 19 quarters since.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.