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JPL Wealth Management’s Casella Waste Systems CWST Stock Holding History

JPL Wealth Management’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 		$970 Hold
10
– – ﹤0.01% 1294
2026
Q1 		$794 Buy
+10
New +$958 ﹤0.01% 1267
2025
Q4 		– Sell
-10
Closed -$949 – 359
2025
Q3 		$949 Buy
+10
New +$1.01K ﹤0.01% 994

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

JPL Wealth Management's CWST Position: Q2 2026 in Review

JPL Wealth Management held its Casella Waste Systems (CWST) position steady in Q2 2026 at 10 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

JPL Wealth Management first reported a position in CWST in Q3 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • JPL Wealth Management held 10 shares of Casella Waste Systems worth $970 as of Q2 2026.
  • JPL Wealth Management left its Casella Waste Systems share count unchanged in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1294 holding.
  • JPL Wealth Management first reported a position in Casella Waste Systems in Q3 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.