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Key Financial Inc’s Casella Waste Systems CWST Stock Holding History

Key Financial Inc’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
Q1 		$11.7K Hold
148
– – ﹤0.01% 847
2025
Q4 		$14.5K Hold
148
– – ﹤0.01% 791
2025
Q3 		$13.5K Hold
148
– – ﹤0.01% 798
2025
Q2 		$17.1K Hold
148
– – ﹤0.01% 725
2025
Q1 		$16.5K Hold
148
– – ﹤0.01% 707
2024
Q4 		$15.7K Hold
148
– – ﹤0.01% 719
2024
Q3 		$14.7K Hold
148
– – ﹤0.01% 704
2024
Q2 		$14.7K Hold
148
– – ﹤0.01% 694
2024
Q1 		$14.6K Hold
148
– – ﹤0.01% 666
2023
Q4 		$12.6K Hold
148
– – ﹤0.01% 680
2023
Q3 		$11.3K Hold
148
– – ﹤0.01% 681
2023
Q2 		$13.4K Hold
148
– – ﹤0.01% 663
2023
Q1 		$12.2K Hold
148
– – ﹤0.01% 633
2022
Q4 		$11.3K Hold
148
– – 0.01% 598
2022
Q3 		$11K Hold
148
– – 0.01% 606
2022
Q2 		$11K Hold
148
– – 0.01% 603
2022
Q1 		$13K Buy
+148
New +$11.8K 0.01% 563

Other funds holding CWST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's CWST Position: Q1 2026 in Review

Key Financial Inc held its Casella Waste Systems (CWST) position steady in Q1 2026 at 148 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Key Financial Inc first reported a position in CWST in Q1 2022 and has held it in 17 quarters since. The position peaked at $17.1K in Q2 2025. 405 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Key Financial Inc held 148 shares of Casella Waste Systems worth $11.7K as of Q1 2026.
  • Key Financial Inc left its Casella Waste Systems share count unchanged in Q1 2026.
  • Casella Waste Systems made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #847 holding.
  • Key Financial Inc first reported a position in Casella Waste Systems in Q1 2022 and has held it in 17 quarters since.
  • Key Financial Inc's Casella Waste Systems position peaked at $17.1K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.