Mark Sheptoff Financial Planning’s Casella Waste Systems CWST Stock Holding History

Mark Sheptoff Financial Planning’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	$97K	Hold	1,000	–	–	0.05%	142
2026 Q1	$86.8K	Hold	1,000	–	–	0.05%	147
2025 Q4	$97.9K	Hold	1,000	–	–	0.05%	146
2025 Q3	$94.9K	Hold	1,000	–	–	0.05%	145
2025 Q2	$115K	Hold	1,000	–	–	0.06%	114
2025 Q1	$112K	Hold	1,000	–	–	0.06%	112
2024 Q4	$106K	Hold	1,000	–	–	0.06%	117
2024 Q3	$99.5K	Hold	1,000	–	–	0.05%	130
2024 Q2	$99.2K	Hold	1,000	–	–	0.06%	135
2024 Q1	$98.9K	Buy	1,000 +500	+100%	+$44.8K	0.05%	131
2023 Q4	$42.7K	Hold	500	–	–	0.03%	175
2023 Q3	$38.1K	Sell	500 -500	-50%	-$41K	0.02%	164
2023 Q2	$90.5K	Hold	1,000	–	–	0.05%	122
2023 Q1	$82.7K	Hold	1,000	–	–	0.05%	125
2022 Q4	$79.3K	Hold	1,000	–	–	0.05%	128
2022 Q3	$76K	Hold	1,000	–	–	0.05%	122
2022 Q2	$73K	Buy	1,000 +500	+100%	+$38.1K	0.04%	132
2022 Q1	$44K	Buy	+500	New	+$39.8K	0.02%	187

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

Mark Sheptoff Financial Planning's CWST Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Casella Waste Systems (CWST) position steady in Q2 2026 at 1,000 shares worth $97K. The position accounts for 0.05% of the portfolio, ranked #142.

Mark Sheptoff Financial Planning first reported a position in CWST in Q1 2022 and has held it in 18 quarters since. The position peaked at $115K in Q2 2025. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Mark Sheptoff Financial Planning held 1,000 shares of Casella Waste Systems worth $97K as of Q2 2026.
Mark Sheptoff Financial Planning left its Casella Waste Systems share count unchanged in Q2 2026.
Casella Waste Systems made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #142 holding.
Mark Sheptoff Financial Planning first reported a position in Casella Waste Systems in Q1 2022 and has held it in 18 quarters since.
Mark Sheptoff Financial Planning's Casella Waste Systems position peaked at $115K in Q2 2025.
417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.