Root Financial Partners
CWST icon

Root Financial Partners’s Casella Waste Systems CWST Stock Holding History

Root Financial Partners’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 		$13.3K Buy
+165
New +$15.1K ﹤0.01% 1770
2026
Q2 		– Sell
-138
Closed -$10.9K – 1063
2026
Q1 		$10.9K Buy
138
+28
+25% +$2.68K ﹤0.01% 1645
2025
Q4 		$10.8K Buy
110
+39
+55% +$3.62K ﹤0.01% 1465
2025
Q3 		$6.74K Buy
+71
New +$7.15K ﹤0.01% 1604

Other funds holding CWST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JANA Partners Management
JANA Partners Management New York $1.59B AUM 6.06% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Root Financial Partners's CWST Position: Q3 2026 in Review

Root Financial Partners opened a new position in Casella Waste Systems (CWST) in Q3 2026: 165 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1770 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CWST as recently as Q1 2026.

Root Financial Partners first reported a position in CWST in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Root Financial Partners held 165 shares of Casella Waste Systems worth $13.3K as of Q3 2026.
  • Casella Waste Systems was a new Root Financial Partners position in Q3 2026.
  • Casella Waste Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1770 holding.
  • Root Financial Partners first reported a position in Casella Waste Systems in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.