Liberty One Investment Management’s Casella Waste Systems CWST Stock Holding History

Liberty One Investment 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	–	Sell	-4,041	Closed	-$321K	–	156
2026 Q1	$321K	Buy	4,041 +2,121	+110%	+$203K	0.03%	140
2025 Q4	$188K	Sell	1,920 -1,949	-50%	-$181K	0.02%	126
2025 Q3	$365K	Buy	3,869 +1,905	+97%	+$192K	0.02%	133
2025 Q2	$227K	Buy	1,964 +142	+8%	+$16.4K	0.02%	142
2025 Q1	$203K	Buy	1,822 +198	+12%	+$21.7K	0.02%	136
2024 Q4	$172K	Buy	1,624 +44	+3%	+$4.65K	0.02%	142
2024 Q3	$157K	Sell	1,580 -104	-6%	-$10.8K	0.02%	141
2024 Q2	$167K	Buy	+1,684	New	+$162K	0.02%	140

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty One Investment Management's CWST Position: Q2 2026 in Review

Liberty One Investment Management sold out of Casella Waste Systems (CWST) in Q2 2026, closing a stake of 4,041 shares — an estimated $321K sold.

Liberty One Investment Management first reported a position in CWST in Q2 2024 and held it in 8 quarters. The position peaked at $365K in Q3 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Liberty One Investment Management reported no remaining Casella Waste Systems position as of Q2 2026 after selling out during the quarter.
Liberty One Investment Management sold 4,041 Casella Waste Systems shares in Q2 2026, an estimated $321K.
Liberty One Investment Management first reported a position in Casella Waste Systems in Q2 2024 and held it in 8 quarters.
Liberty One Investment Management's Casella Waste Systems position peaked at $365K in Q3 2025.
418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.