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SageView Advisory Group’s Casella Waste Systems CWST Stock Holding History

SageView Advisory 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
Q1 		– Sell
-319
Closed -$31.2K – 1027
2025
Q4 		$31.2K Buy
+319
New +$29.6K ﹤0.01% 1266

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's CWST Position: Q1 2026 in Review

SageView Advisory Group sold out of Casella Waste Systems (CWST) in Q1 2026, closing a stake of 319 shares — an estimated $31.2K sold.

SageView Advisory Group first reported a position in CWST in Q4 2025 and held it in 1 quarter. The position peaked at $31.2K in Q4 2025. 407 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • SageView Advisory Group reported no remaining Casella Waste Systems position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 319 Casella Waste Systems shares in Q1 2026, an estimated $31.2K.
  • SageView Advisory Group first reported a position in Casella Waste Systems in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Casella Waste Systems position peaked at $31.2K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.