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Moody National Bank Trust Division’s Casella Waste Systems CWST Stock Holding History

Moody National Bank Trust Division’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 		$1.47M Buy
+15,194
New +$1.3M 0.12% 160
2025
Q4 		– Sell
-9,576
Closed -$909K – 511
2025
Q3 		$909K Sell
9,576
-652
-6% -$65.6K 0.08% 270
2025
Q2 		$1.18M Sell
10,228
-1
-0% -$116 0.11% 208
2025
Q1 		$1.14M Buy
10,229
+1,753
+21% +$192K 0.12% 200
2024
Q4 		$897K Buy
8,476
+1,748
+26% +$185K 0.09% 258
2024
Q3 		$669K Buy
+6,728
New +$696K 0.07% 298
2019
Q2 		– Sell
-150
Closed -$5K – 513
2019
Q1 		$5K Buy
+150
New +$4.9K ﹤0.01% 881

Other funds holding CWST

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AAG
Asset Advisory Group Kinnelon, New Jersey $229M AUM
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return