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 Q3	$1.93K	Hold	24	–	–	﹤0.01%	1196
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Private Wealth Management Group's CWST Position: Q3 2026 in Review

Private Wealth Management Group held its Casella Waste Systems (CWST) position steady in Q3 2026 at 24 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Private Wealth Management Group first reported a position in CWST in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.49K in Q1 2026. 74 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

Private Wealth Management Group held 24 shares of Casella Waste Systems worth $1.93K as of Q3 2026.
Private Wealth Management Group left its Casella Waste Systems share count unchanged in Q3 2026.
Casella Waste Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1196 holding.
Private Wealth Management Group first reported a position in Casella Waste Systems in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Casella Waste Systems position peaked at $3.49K in Q1 2026.
74 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.