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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
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Rise Advisors's CWST Position: Q4 2025 in Review

Rise Advisors sold out of Casella Waste Systems (CWST) in Q4 2025, closing a stake of 215 shares — an estimated $20.4K sold.

Rise Advisors first reported a position in CWST in Q4 2021 and held it in 16 quarters. The position peaked at $25K in Q4 2024. 393 funds tracked by Wall St. Rank hold CWST as of Q4 2025.

  • Rise Advisors reported no remaining Casella Waste Systems position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 215 Casella Waste Systems shares in Q4 2025, an estimated $20.4K.
  • Rise Advisors first reported a position in Casella Waste Systems in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Casella Waste Systems position peaked at $25K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.