Mather Group’s Casella Waste Systems CWST Stock Holding History

Mather Group’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 Q3	$12.4K	Hold	154	–	–	﹤0.01%	1589
2026 Q2	$14.9K	Sell	154 -102	-40%	-$8.71K	﹤0.01%	1402
2026 Q1	$20.3K	Buy	+256	New	+$24.5K	﹤0.01%	1274
2025 Q4	–	Sell	-256	Closed	-$24.3K	–	878
2025 Q3	$24.3K	Buy	+256	New	+$25.8K	﹤0.01%	1070
2025 Q2	–	Sell	-256	Closed	-$28.5K	–	868
2025 Q1	$28.5K	Hold	256	–	–	﹤0.01%	1014
2024 Q4	$27.1K	Buy	256 +241	+1,607%	+$25.4K	﹤0.01%	1008
2024 Q3	$1.49K	Hold	15	–	–	﹤0.01%	1523
2024 Q2	$1.48K	Hold	15	–	–	﹤0.01%	1956
2024 Q1	$1.28K	Buy	+15	New	+$1.34K	﹤0.01%	1601

Other funds holding CWST

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mather Group's CWST Position: Q3 2026 in Review

Mather Group held its Casella Waste Systems (CWST) position steady in Q3 2026 at 154 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Mather Group first reported a position in CWST in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.5K in Q1 2025. 68 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

Mather Group held 154 shares of Casella Waste Systems worth $12.4K as of Q3 2026.
Mather Group left its Casella Waste Systems share count unchanged in Q3 2026.
Casella Waste Systems made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1589 holding.
Mather Group first reported a position in Casella Waste Systems in Q1 2024 and has held it in 9 quarters since.
Mather Group's Casella Waste Systems position peaked at $28.5K in Q1 2025.
68 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.