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Moran Wealth Management’s Casella Waste Systems CWST Stock Holding History

Moran Wealth Management’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
2025
Q3 		– Sell
-5,894
Closed -$680K – 508
2025
Q2 		$680K Buy
5,894
+145
+3% +$16.8K 0.02% 363
2025
Q1 		$641K Sell
5,749
-11
-0.2% -$1.2K 0.02% 349
2024
Q4 		$609K Buy
5,760
+348
+6% +$36.7K 0.02% 354
2024
Q3 		$538K Buy
5,412
+1,478
+38% +$153K 0.02% 369
2024
Q2 		$390K Buy
3,934
+268
+7% +$25.8K 0.01% 359
2024
Q1 		$362K Buy
3,666
+249
+7% +$22.3K 0.01% 360
2023
Q4 		$292K Sell
3,417
-34
-1% -$2.73K 0.01% 367
2023
Q3 		$263K Sell
3,451
-360
-9% -$29.5K 0.01% 334
2023
Q2 		$345K Sell
3,811
-78
-2% -$6.96K 0.01% 330
2023
Q1 		$321K Sell
3,889
-1,657
-30% -$131K 0.01% 324
2022
Q4 		$440K Buy
+5,546
New +$445K 0.02% 307

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moran Wealth Management's CWST Position: Q3 2025 in Review

Moran Wealth Management sold out of Casella Waste Systems (CWST) in Q3 2025, closing a stake of 5,894 shares — an estimated $680K sold.

Moran Wealth Management first reported a position in CWST in Q4 2022 and held it in 11 quarters. The position peaked at $680K in Q2 2025. 391 funds tracked by Wall St. Rank hold CWST as of Q3 2025.

  • Moran Wealth Management reported no remaining Casella Waste Systems position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 5,894 Casella Waste Systems shares in Q3 2025, an estimated $680K.
  • Moran Wealth Management first reported a position in Casella Waste Systems in Q4 2022 and held it in 11 quarters.
  • Moran Wealth Management's Casella Waste Systems position peaked at $680K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.