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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

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

LRI Investments's CWST Position: Q2 2026 in Review

LRI Investments reduced its Casella Waste Systems (CWST) stake by 30% in Q2 2026, selling an estimated $1.45K and leaving 40 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

LRI Investments first reported a position in CWST in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.62K in Q4 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • LRI Investments held 40 shares of Casella Waste Systems worth $3.88K as of Q2 2026.
  • LRI Investments sold 17 Casella Waste Systems shares in Q2 2026, an estimated $1.45K.
  • Casella Waste Systems made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1181 holding.
  • LRI Investments first reported a position in Casella Waste Systems in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Casella Waste Systems position peaked at $5.62K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.