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Principal Securities’s Casella Waste Systems CWST Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,812
Closed -$172K – 1817
2025
Q3 		$172K Sell
1,812
-4
-0.2% -$403 ﹤0.01% 1355
2025
Q2 		$210K Sell
1,816
-163
-8% -$18.8K ﹤0.01% 1219
2025
Q1 		$209K Hold
1,979
– – ﹤0.01% 1118
2024
Q4 		$209K Buy
1,979
+196
+11% +$20.7K ﹤0.01% 1117
2024
Q3 		$177K Buy
1,783
+175
+11% +$18.1K ﹤0.01% 1149
2024
Q2 		$160K Buy
1,608
+263
+20% +$25.3K ﹤0.01% 1131
2024
Q1 		$133K Buy
1,345
+159
+13% +$14.3K ﹤0.01% 1177
2023
Q4 		$101K Buy
+1,186
New +$95.3K ﹤0.01% 1183

Other funds holding CWST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return