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Larson Financial Group’s Casella Waste Systems CWST Stock Holding History

Larson Financial Group’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 		$85.2K Hold
879
– – ﹤0.01% 1259
2026
Q1 		$69.7K Hold
879
– – ﹤0.01% 1169
2025
Q4 		$86.1K Sell
879
-800
-48% -$74.3K ﹤0.01% 982
2025
Q3 		$159K Buy
1,679
+1,478
+735% +$149K 0.01% 756
2025
Q2 		$23.2K Hold
201
– – ﹤0.01% 1416
2025
Q1 		$22.4K Buy
201
+7
+4% +$766 ﹤0.01% 1314
2024
Q4 		$20.5K Hold
194
– – ﹤0.01% 1210
2024
Q3 		$19.3K Buy
+194
New +$20.1K ﹤0.01% 1228

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

Larson Financial Group's CWST Position: Q2 2026 in Review

Larson Financial Group held its Casella Waste Systems (CWST) position steady in Q2 2026 at 879 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Larson Financial Group first reported a position in CWST in Q3 2024 and has held it in 8 quarters since. The position peaked at $159K in Q3 2025. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Larson Financial Group held 879 shares of Casella Waste Systems worth $85.2K as of Q2 2026.
  • Larson Financial Group left its Casella Waste Systems share count unchanged in Q2 2026.
  • Casella Waste Systems made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1259 holding.
  • Larson Financial Group first reported a position in Casella Waste Systems in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Casella Waste Systems position peaked at $159K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

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