LRI Investments’s Casella Waste Systems CWST Stock Holding History

LRI Investments’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	$3.88K	Sell	40 -17	-30%	-$1.45K	﹤0.01%	1181
2026 Q1	$4.52K	Hold	57	–	–	﹤0.01%	1121
2025 Q4	$5.62K	Hold	57	–	–	﹤0.01%	1022
2025 Q3	$5.45K	Buy	57 +12	+27%	+$1.21K	﹤0.01%	1028
2025 Q2	$5.15K	Hold	45	–	–	﹤0.01%	1012
2025 Q1	$4.98K	Hold	45	–	–	﹤0.01%	949
2024 Q4	$4.72K	Hold	45	–	–	﹤0.01%	952
2024 Q3	$4.78K	Hold	45	–	–	﹤0.01%	946
2024 Q2	$4.43K	Buy	+45	New	+$4.33K	﹤0.01%	931

Other funds holding CWST

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return