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Plante Moran Financial Advisors’s Casella Waste Systems CWST Stock Holding History

Plante Moran Financial 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 		$151K Buy
1,559
+14
+0.9% +$1.2K 0.01% 195
2026
Q1 		$123K Hold
1,545
– – 0.01% 205
2025
Q4 		$151K Hold
1,545
– – 0.01% 189
2025
Q3 		$147K Buy
1,545
+37
+2% +$3.73K 0.01% 195
2025
Q2 		$174K Sell
1,508
-41
-3% -$4.74K 0.01% 174
2025
Q1 		$173K Hold
1,549
– – 0.01% 184
2024
Q4 		$164K Hold
1,549
– – 0.01% 196
2024
Q3 		$154K Hold
1,549
– – 0.01% 209
2024
Q2 		$154K Hold
1,549
– – 0.02% 194
2024
Q1 		$153K Hold
1,549
– – 0.02% 199
2023
Q4 		$132K Hold
1,549
– – 0.01% 218
2023
Q3 		$118K Hold
1,549
– – 0.01% 209
2023
Q2 		$140K Sell
1,549
-276
-15% -$24.6K 0.02% 198
2023
Q1 		$151K Hold
1,825
– – 0.02% 175
2022
Q4 		$145K Sell
1,825
-125
-6% -$10K 0.02% 188
2022
Q3 		$149K Sell
1,950
-1,300
-40% -$104K 0.03% 168
2022
Q2 		$236K Sell
3,250
-150
-4% -$11.4K 0.04% 132
2022
Q1 		$298K Hold
3,400
– – 0.06% 122
2021
Q4 		$290K Hold
3,400
– – 0.05% 142
2021
Q3 		$258K Hold
3,400
– – 0.06% 156
2021
Q2 		$216K Hold
3,400
– – 0.05% 166
2021
Q1 		$216K Hold
3,400
– – 0.06% 159
2020
Q4 		$211K Hold
3,400
– – 0.07% 161
2020
Q3 		$190K Hold
3,400
– – 0.07% 159
2020
Q2 		$177K Sell
3,400
-107
-3% -$5.11K 0.07% 144
2020
Q1 		$137K Hold
3,507
– – 0.06% 154
2019
Q4 		$161K Buy
3,507
+107
+3% +$4.72K 0.06% 182
2019
Q3 		$146K Sell
3,400
-750
-18% -$32.5K 0.04% 199
2019
Q2 		$164K Sell
4,150
-550
-12% -$20.6K 0.05% 175
2019
Q1 		$167K Hold
4,700
– – 0.05% 171
2018
Q4 		$134K Hold
4,700
– – 0.05% 170
2018
Q3 		$146K Buy
+4,700
New +$134K 0.05% 176

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

Plante Moran Financial Advisors's CWST Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Casella Waste Systems (CWST) stake by 0.91% in Q2 2026, buying an estimated $1.2K and bringing the position to 1,559 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #195.

Plante Moran Financial Advisors first reported a position in CWST in Q3 2018 and has held it in 32 quarters since. The position peaked at $298K in Q1 2022. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Plante Moran Financial Advisors held 1,559 shares of Casella Waste Systems worth $151K as of Q2 2026.
  • Plante Moran Financial Advisors bought 14 Casella Waste Systems shares in Q2 2026, an estimated $1.2K.
  • Casella Waste Systems made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Plante Moran Financial Advisors first reported a position in Casella Waste Systems in Q3 2018 and has held it in 32 quarters since.
  • Plante Moran Financial Advisors's Casella Waste Systems position peaked at $298K in Q1 2022.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.