Select Equity Group
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Select Equity Group’s Casella Waste Systems CWST Stock Holding History

Select Equity 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
Q2 		$54.6M Buy
563,031
+171,057
+44% +$14.6M 0.27% 69
2026
Q1 		$31.1M Buy
391,974
+17,745
+5% +$1.7M 0.16% 84
2025
Q4 		$36.7M Buy
374,229
+61,449
+20% +$5.7M 0.16% 91
2025
Q3 		$29.7M Buy
312,780
+80,786
+35% +$8.13M 0.12% 93
2025
Q2 		$26.8M Buy
231,994
+26,199
+13% +$3.03M 0.11% 90
2025
Q1 		$22.9M Buy
205,795
+177,093
+617% +$19.4M 0.1% 94
2024
Q4 		$3.04M Sell
28,702
-625
-2% -$66K 0.01% 113
2024
Q3 		$2.92M Sell
29,327
-781
-3% -$80.8K 0.01% 111
2024
Q2 		$2.99M Buy
30,108
+2,765
+10% +$266K 0.01% 123
2024
Q1 		$2.7M Sell
27,343
-248
-0.9% -$22.2K 0.01% 120
2023
Q4 		$2.36M Buy
27,591
+867
+3% +$69.7K 0.01% 130
2023
Q3 		$2.04M Buy
26,724
+7,848
+42% +$643K 0.01% 140
2023
Q2 		$1.71M Buy
18,876
+8,331
+79% +$743K 0.01% 140
2023
Q1 		$872K Buy
10,545
+1,169
+12% +$92.5K ﹤0.01% 150
2022
Q4 		$744K Sell
9,376
-1,645
-15% -$132K ﹤0.01% 169
2022
Q3 		$842K Hold
11,021
– – ﹤0.01% 153
2022
Q2 		$801K Sell
11,021
-3,485
-24% -$265K ﹤0.01% 140
2022
Q1 		$1.27M Buy
14,506
+2,174
+18% +$173K ﹤0.01% 138
2021
Q4 		$1.05M Buy
12,332
+508
+4% +$42.6K ﹤0.01% 148
2021
Q3 		$898K Buy
11,824
+806
+7% +$56.8K ﹤0.01% 138
2021
Q2 		$699K Buy
11,018
+2,306
+26% +$153K ﹤0.01% 144
2021
Q1 		$554K Buy
+8,712
New +$527K ﹤0.01% 146
2020
Q2 		– Sell
-177,513
Closed -$6.93M – 155
2020
Q1 		$6.93M Buy
+177,513
New +$8.61M 0.05% 104

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group's CWST Position: Q2 2026 in Review

Select Equity Group increased its Casella Waste Systems (CWST) stake by 44% in Q2 2026, buying an estimated $14.6M and bringing the position to 563,031 shares worth $54.6M. The position accounts for 0.27% of the portfolio, ranked #69.

Select Equity Group first reported a position in CWST in Q1 2020 and has held it in 23 quarters since. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Select Equity Group held 563,031 shares of Casella Waste Systems worth $54.6M as of Q2 2026.
  • Select Equity Group bought 171,057 Casella Waste Systems shares in Q2 2026, an estimated $14.6M.
  • Casella Waste Systems made up 0.27% of Select Equity Group's portfolio in Q2 2026, its #69 holding.
  • Select Equity Group first reported a position in Casella Waste Systems in Q1 2020 and has held it in 23 quarters since.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.