Rise Advisors’s Casella Waste Systems CWST Stock Holding History

Rise 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
2025 Q4	–	Sell	-215	Closed	-$20.4K	–	431
2025 Q3	$20.4K	Hold	215	–	–	0.01%	559
2025 Q2	$24.8K	Hold	215	–	–	0.01%	419
2025 Q1	$24K	Sell	215 -21	-9%	-$2.3K	0.01%	416
2024 Q4	$25K	Hold	236	–	–	0.01%	505
2024 Q3	$23.5K	Hold	236	–	–	0.01%	577
2024 Q2	$23.4K	Hold	236	–	–	0.01%	520
2024 Q1	$23.3K	Buy	236 +136	+136%	+$12.2K	0.01%	542
2023 Q4	$8.55K	Hold	100	–	–	0.01%	335
2023 Q3	$7.63K	Hold	100	–	–	0.01%	335
2023 Q2	$9.04K	Hold	100	–	–	0.01%	353
2023 Q1	$8.27K	Hold	100	–	–	0.01%	389
2022 Q4	$7.93K	Hold	100	–	–	0.01%	386
2022 Q3	$8K	Hold	100	–	–	0.01%	368
2022 Q2	$7K	Hold	100	–	–	0.01%	390
2022 Q1	$9K	Hold	100	–	–	0.01%	337
2021 Q4	$8.54K	Buy	+100	New	+$8.38K	0.01%	342

Other funds holding CWST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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 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