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Physician Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

Physician Wealth 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 		– Sell
-12
Closed -$953 – 2358
2026
Q1 		$953 Sell
12
-22
-65% -$2.11K ﹤0.01% 1718
2025
Q4 		$3.33K Sell
34
-6
-15% -$557 ﹤0.01% 1094
2025
Q3 		$3.8K Buy
40
+8
+25% +$805 ﹤0.01% 998
2025
Q2 		$3.69K Buy
32
+24
+300% +$2.77K ﹤0.01% 876
2025
Q1 		$893 Hold
8
– – ﹤0.01% 1167
2024
Q4 		$847 Buy
+8
New +$845 ﹤0.01% 981

Other funds holding CWST

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HA
Hallstatt Advisors New York $142M AUM
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Physician Wealth Advisors's CWST Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Casella Waste Systems (CWST) in Q2 2026, closing a stake of 12 shares — an estimated $953 sold.

Physician Wealth Advisors first reported a position in CWST in Q4 2024 and held it in 6 quarters. The position peaked at $3.8K in Q3 2025. 141 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Casella Waste Systems position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 12 Casella Waste Systems shares in Q2 2026, an estimated $953.
  • Physician Wealth Advisors first reported a position in Casella Waste Systems in Q4 2024 and held it in 6 quarters.
  • Physician Wealth Advisors's Casella Waste Systems position peaked at $3.8K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.