OQS
CWST icon

Occudo Quantitative Strategies’s Casella Waste Systems CWST Stock Holding History

Occudo Quantitative Strategies’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
-11,325
Closed -$1.31M – 707
2025
Q2 		$1.31M Sell
11,325
-4,082
-26% -$472K 0.15% 183
2025
Q1 		$1.71M Buy
15,407
+6,524
+73% +$714K 0.23% 129
2024
Q4 		$940K Buy
+8,883
New +$938K 0.17% 181
2024
Q1 		– Sell
-23,156
Closed -$1.98M – 792
2023
Q4 		$1.98M Buy
+23,156
New +$1.86M 0.27% 97
2023
Q2 		– Sell
-6,826
Closed -$564K – 1064
2023
Q1 		$564K Buy
+6,826
New +$540K 0.05% 476

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $1.56T AUM 27.86% 1-Year Est. Return