Merit Financial Group’s Casella Waste Systems CWST Stock Holding History

Merit Financial 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	$329K	Buy	+3,397	New	+$290K	﹤0.01%	1756

Other funds holding CWST

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Merit Financial Group's CWST Position: Q2 2026 in Review

Merit Financial Group opened a new position in Casella Waste Systems (CWST) in Q2 2026: 3,397 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

60 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Merit Financial Group held 3,397 shares of Casella Waste Systems worth $329K as of Q2 2026.
Casella Waste Systems was a new Merit Financial Group position in Q2 2026.
Casella Waste Systems made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1756 holding.
60 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.