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Mount Yale Investment Advisors’s Casella Waste Systems CWST Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$223K Buy
2,805
+10
+0.4% +$958 0.01% 1014
2025
Q4 		$274K Buy
2,795
+667
+31% +$61.9K 0.01% 612
2025
Q3 		$202K Sell
2,128
-1,126
-35% -$113K 0.01% 631
2025
Q2 		$375K Buy
+3,254
New +$376K 0.03% 406

Other funds holding CWST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's CWST Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Casella Waste Systems (CWST) stake by 0.36% in Q1 2026, buying an estimated $958 and bringing the position to 2,805 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1014.

Mount Yale Investment Advisors first reported a position in CWST in Q2 2025 and has held it in 4 quarters since. The position peaked at $375K in Q2 2025. 406 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Mount Yale Investment Advisors held 2,805 shares of Casella Waste Systems worth $223K as of Q1 2026.
  • Mount Yale Investment Advisors bought 10 Casella Waste Systems shares in Q1 2026, an estimated $958.
  • Casella Waste Systems made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1014 holding.
  • Mount Yale Investment Advisors first reported a position in Casella Waste Systems in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Casella Waste Systems position peaked at $375K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.