SSWM
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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAG
Asset Advisory Group Kinnelon, New Jersey $229M AUM
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return