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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
Q2 		$254K Sell
2,621
-184
-7% -$15.7K ﹤0.01% 1052
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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's CWST Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Casella Waste Systems (CWST) stake by 6.6% in Q2 2026, selling an estimated $15.7K and leaving 2,621 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Mount Yale Investment Advisors first reported a position in CWST in Q2 2025 and has held it in 5 quarters since. The position peaked at $375K in Q2 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Mount Yale Investment Advisors held 2,621 shares of Casella Waste Systems worth $254K as of Q2 2026.
  • Mount Yale Investment Advisors sold 184 Casella Waste Systems shares in Q2 2026, an estimated $15.7K.
  • Casella Waste Systems made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1052 holding.
  • Mount Yale Investment Advisors first reported a position in Casella Waste Systems in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Casella Waste Systems position peaked at $375K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.