MWM
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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 – 509
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 $5.7T AUM 30.48% 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 $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return