PWPS
CWST icon

Pinnacle Wealth Planning Services’s Casella Waste Systems CWST Stock Holding History

Pinnacle Wealth Planning Services’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 		$75.5K Buy
779
+131
+20% +$11.2K 0.01% 1030
2026
Q1 		$51.4K Sell
648
-450
-41% -$43.1K 0.01% 1188
2025
Q4 		$108K Buy
+1,098
New +$102K 0.01% 742
2021
Q1 		– Sell
-413
Closed -$26K – 741
2020
Q4 		$26K Buy
+413
New +$24.5K 0.01% 1049

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's CWST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Casella Waste Systems (CWST) stake by 20% in Q2 2026, buying an estimated $11.2K and bringing the position to 779 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #1030.

Pinnacle Wealth Planning Services first reported a position in CWST in Q4 2020 and has held it in 4 quarters since. The position peaked at $108K in Q4 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 779 shares of Casella Waste Systems worth $75.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 131 Casella Waste Systems shares in Q2 2026, an estimated $11.2K.
  • Casella Waste Systems made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1030 holding.
  • Pinnacle Wealth Planning Services first reported a position in Casella Waste Systems in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Casella Waste Systems position peaked at $108K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.