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Lindenwold Advisors’s Casella Waste Systems CWST Stock Holding History

Lindenwold Advisors’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
2025
Q3 		$287K Buy
3,028
+80
+3% +$8.05K 0.14% 92
2025
Q2 		$340K Sell
2,948
-210
-7% -$24.3K 0.18% 77
2025
Q1 		$352K Sell
3,158
-1,205
-28% -$132K 0.2% 72
2024
Q4 		$462K Sell
4,363
-13
-0.3% -$1.37K 0.25% 71
2024
Q3 		$435K Sell
4,376
-295
-6% -$30.5K 0.22% 73
2024
Q2 		$463K Hold
4,671
– – 0.25% 67
2024
Q1 		$462K Buy
4,671
+195
+4% +$17.5K 0.25% 69
2023
Q4 		$383K Hold
4,476
– – 0.22% 81
2023
Q3 		$342K Buy
4,476
+35
+0.8% +$2.87K 0.21% 76
2023
Q2 		$402K Sell
4,441
-220
-5% -$19.6K 0.25% 70
2023
Q1 		$385K Sell
4,661
-5
-0.1% -$396 0.24% 84
2022
Q4 		$370K Buy
4,666
+15
+0.3% +$1.2K 0.25% 82
2022
Q3 		$355K Buy
4,651
+130
+3% +$10.4K 0.26% 78
2022
Q2 		$329K Buy
4,521
+20
+0.4% +$1.52K 0.23% 85
2022
Q1 		$395K Sell
4,501
-475
-10% -$37.8K 0.24% 81
2021
Q4 		$425K Buy
+4,976
New +$417K 0.25% 81

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindenwold Advisors's CWST Position: Q3 2025 in Review

Lindenwold Advisors increased its Casella Waste Systems (CWST) stake by 2.7% in Q3 2025, buying an estimated $8.05K and bringing the position to 3,028 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #92.

Lindenwold Advisors first reported a position in CWST in Q4 2021 and has held it in 16 quarters since. The position peaked at $463K in Q2 2024. 391 funds tracked by Wall St. Rank hold CWST as of Q3 2025.

  • Lindenwold Advisors held 3,028 shares of Casella Waste Systems worth $287K as of Q3 2025.
  • Lindenwold Advisors bought 80 Casella Waste Systems shares in Q3 2025, an estimated $8.05K.
  • Casella Waste Systems made up 0.14% of Lindenwold Advisors's portfolio in Q3 2025, its #92 holding.
  • Lindenwold Advisors first reported a position in Casella Waste Systems in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Casella Waste Systems position peaked at $463K in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.