Sequoia Financial Advisors’s Casella Waste Systems CWST Stock Holding History

Sequoia Financial 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
2026 Q2	$256K	Buy	+2,638	New	+$225K	﹤0.01%	1793

Other funds holding CWST

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors's CWST Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Casella Waste Systems (CWST) in Q2 2026: 2,638 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings.

59 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Sequoia Financial Advisors held 2,638 shares of Casella Waste Systems worth $256K as of Q2 2026.
Casella Waste Systems was a new Sequoia Financial Advisors position in Q2 2026.
Casella Waste Systems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1793 holding.
59 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.