Sheets Smith Wealth Management’s Casella Waste Systems CWST Stock Holding History

Sheets Smith Wealth Management’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	$824K	Hold	10,255	–	–	0.09%	214
2026 Q2	$994K	Buy	10,255 +3,035	+42%	+$259K	0.1%	203
2026 Q1	$573K	Buy	7,220 +2,224	+45%	+$213K	0.06%	267
2025 Q4	$489K	Buy	4,996 +219	+5%	+$20.3K	0.05%	278
2025 Q3	$453K	Buy	4,777 +1,960	+70%	+$197K	0.05%	292
2025 Q2	$325K	Buy	2,817 +50	+2%	+$5.78K	0.04%	333
2025 Q1	$309K	Buy	2,767 +103	+4%	+$11.3K	0.04%	300
2024 Q4	$282K	Buy	2,664 +84	+3%	+$8.87K	0.03%	321
2024 Q3	$257K	Buy	2,580 +30	+1%	+$3.1K	0.03%	338
2024 Q2	$253K	Buy	+2,550	New	+$246K	0.03%	335

Other funds holding CWST

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Sheets Smith Wealth Management's CWST Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Casella Waste Systems (CWST) position steady in Q3 2026 at 10,255 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #214.

Sheets Smith Wealth Management first reported a position in CWST in Q2 2024 and has held it in 10 quarters since. The position peaked at $994K in Q2 2026. 34 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

Sheets Smith Wealth Management held 10,255 shares of Casella Waste Systems worth $824K as of Q3 2026.
Sheets Smith Wealth Management left its Casella Waste Systems share count unchanged in Q3 2026.
Casella Waste Systems made up 0.09% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #214 holding.
Sheets Smith Wealth Management first reported a position in Casella Waste Systems in Q2 2024 and has held it in 10 quarters since.
Sheets Smith Wealth Management's Casella Waste Systems position peaked at $994K in Q2 2026.
34 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.