PWA
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Principia Wealth Advisory’s Casella Waste Systems CWST Stock Holding History

Principia Wealth Advisory’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
-4
Closed -$317 – 1071
2026
Q1 		$317 Hold
4
– – ﹤0.01% 915
2025
Q4 		$392 Buy
+4
New +$371 ﹤0.01% 854
2025
Q3 		– Sell
-2
Closed -$231 – 984
2025
Q2 		$231 Hold
2
– – ﹤0.01% 881
2025
Q1 		$222 Hold
2
– – ﹤0.01% 768
2024
Q4 		$212 Buy
+2
New +$211 ﹤0.01% 725

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

Principia Wealth Advisory's CWST Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Casella Waste Systems (CWST) in Q2 2026, closing a stake of 4 shares — an estimated $317 sold.

Principia Wealth Advisory first reported a position in CWST in Q4 2024 and held it in 5 quarters. The position peaked at $392 in Q4 2025. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Casella Waste Systems position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 4 Casella Waste Systems shares in Q2 2026, an estimated $317.
  • Principia Wealth Advisory first reported a position in Casella Waste Systems in Q4 2024 and held it in 5 quarters.
  • Principia Wealth Advisory's Casella Waste Systems position peaked at $392 in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.