NewEdge Advisors’s Casella Waste Systems CWST Stock Holding History

NewEdge 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	$369K	Sell	4,656 -118	-2%	-$11.3K	﹤0.01%	2196
2025 Q4	$468K	Sell	4,774 -327	-6%	-$30.4K	﹤0.01%	2016
2025 Q3	$484K	Buy	+5,101	New	+$514K	﹤0.01%	1837
2025 Q1	–	Sell	-3,061	Closed	-$324K	–	4001
2024 Q4	$324K	Buy	3,061 +2,254	+279%	+$238K	﹤0.01%	1838
2024 Q3	$80.3K	Buy	807 +116	+17%	+$12K	﹤0.01%	2268
2024 Q2	$68.6K	Buy	691 +26	+4%	+$2.5K	﹤0.01%	2231
2024 Q1	$65.7K	Buy	+665	New	+$59.6K	﹤0.01%	2210
2023 Q4	–	Sell	-58	Closed	-$4.42K	–	3775
2023 Q3	$4.42K	Buy	58 +23	+66%	+$1.89K	﹤0.01%	2847
2023 Q2	$3.17K	Buy	+35	New	+$3.12K	﹤0.01%	2960
2023 Q1	–	Sell	-1,136	Closed	-$90.1K	–	3570
2022 Q4	$90.1K	Buy	+1,136	New	+$91.2K	﹤0.01%	1475

Other funds holding CWST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return