Montgomery Financial Services’s Casella Waste Systems CWST Stock Holding History

Montgomery Financial Services’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	$388	Buy	+4	New	+$342	﹤0.01%	321

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

Montgomery Financial Services's CWST Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Casella Waste Systems (CWST) in Q2 2026: 4 shares worth $388. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

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

Montgomery Financial Services held 4 shares of Casella Waste Systems worth $388 as of Q2 2026.
Casella Waste Systems was a new Montgomery Financial Services position in Q2 2026.
Casella Waste Systems made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #321 holding.
393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.