Jones Financial Companies
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Jones Financial Companies’s Casella Waste Systems CWST Stock Holding History

Jones Financial Companies’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 		$8.4M Buy
89,000
+6,724
+8% +$574K ﹤0.01% 980
2026
Q1 		$6.17M Buy
82,276
+79,513
+2,878% +$7.62M ﹤0.01% 998
2025
Q4 		$271K Buy
2,763
+1,193
+76% +$111K ﹤0.01% 1778
2025
Q3 		$141K Buy
1,570
+686
+78% +$69.1K ﹤0.01% 1930
2025
Q2 		$102K Buy
884
+516
+140% +$59.6K ﹤0.01% 1936
2025
Q1 		$40.7K Buy
368
+50
+16% +$5.47K ﹤0.01% 2146
2024
Q4 		$33.6K Buy
318
+194
+156% +$20.5K ﹤0.01% 2046
2024
Q3 		$12.2K Buy
124
+76
+158% +$7.87K ﹤0.01% 2150
2024
Q2 		$4.76K Buy
+48
New +$4.62K ﹤0.01% 1944
2021
Q2 		– Sell
-417
Closed -$27K – 658
2021
Q1 		$27K Buy
+417
New +$25.2K ﹤0.01% 422

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

Jones Financial Companies's CWST Position: Q2 2026 in Review

Jones Financial Companies increased its Casella Waste Systems (CWST) stake by 8.2% in Q2 2026, buying an estimated $574K and bringing the position to 89,000 shares worth $8.4M. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Jones Financial Companies first reported a position in CWST in Q1 2021 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Jones Financial Companies held 89,000 shares of Casella Waste Systems worth $8.4M as of Q2 2026.
  • Jones Financial Companies bought 6,724 Casella Waste Systems shares in Q2 2026, an estimated $574K.
  • Casella Waste Systems made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #980 holding.
  • Jones Financial Companies first reported a position in Casella Waste Systems in Q1 2021 and has held it in 10 quarters since.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.