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Measured Wealth Private Client Group’s Casella Waste Systems CWST Stock Holding History

Measured Wealth Private Client 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
Q2 		$36.9K Buy
381
+83
+28% +$7.09K 0.01% 366
2026
Q1 		$23.6K Buy
298
+49
+20% +$4.7K 0.01% 433
2025
Q4 		$24.4K Buy
249
+20
+9% +$1.86K 0.01% 432
2025
Q3 		$21.7K Buy
+229
New +$23.1K 0.01% 460

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

Measured Wealth Private Client Group's CWST Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Casella Waste Systems (CWST) stake by 28% in Q2 2026, buying an estimated $7.09K and bringing the position to 381 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #366.

Measured Wealth Private Client Group first reported a position in CWST in Q3 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Measured Wealth Private Client Group held 381 shares of Casella Waste Systems worth $36.9K as of Q2 2026.
  • Measured Wealth Private Client Group bought 83 Casella Waste Systems shares in Q2 2026, an estimated $7.09K.
  • Casella Waste Systems made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #366 holding.
  • Measured Wealth Private Client Group first reported a position in Casella Waste Systems in Q3 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.