Private Wealth Management Group’s Casella Waste Systems CWST Stock Holding History

Private Wealth Management Group’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	$2.33K	Sell	24 -20	-45%	-$1.71K	﹤0.01%	1104
2026 Q1	$3.49K	Buy	44 +20	+83%	+$1.92K	﹤0.01%	895
2025 Q4	$2.35K	Hold	24	–	–	﹤0.01%	1031
2025 Q3	$2.28K	Hold	24	–	–	﹤0.01%	1075
2025 Q2	$2.77K	Hold	24	–	–	﹤0.01%	980
2025 Q1	$2.68K	Hold	24	–	–	﹤0.01%	958
2024 Q4	$2.54K	Hold	24	–	–	﹤0.01%	1002
2024 Q3	$2.39K	Hold	24	–	–	﹤0.01%	997
2024 Q2	$2.38K	Hold	24	–	–	﹤0.01%	987
2024 Q1	$2.37K	Hold	24	–	–	﹤0.01%	895
2023 Q4	$2.05K	Buy	+24	New	+$1.93K	﹤0.01%	969

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's CWST Position: Q2 2026 in Review

Private Wealth Management Group reduced its Casella Waste Systems (CWST) stake by 45% in Q2 2026, selling an estimated $1.71K and leaving 24 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Private Wealth Management Group first reported a position in CWST in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.49K in Q1 2026. 418 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Private Wealth Management Group held 24 shares of Casella Waste Systems worth $2.33K as of Q2 2026.
Private Wealth Management Group sold 20 Casella Waste Systems shares in Q2 2026, an estimated $1.71K.
Casella Waste Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1104 holding.
Private Wealth Management Group first reported a position in Casella Waste Systems in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Casella Waste Systems position peaked at $3.49K in Q1 2026.
418 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.