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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

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

Sheets Smith Wealth Management's CWST Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Casella Waste Systems (CWST) stake by 42% in Q2 2026, buying an estimated $259K and bringing the position to 10,255 shares worth $994K. The position accounts for 0.1% of the portfolio, ranked #203.

Sheets Smith Wealth Management first reported a position in CWST in Q2 2024 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Sheets Smith Wealth Management held 10,255 shares of Casella Waste Systems worth $994K as of Q2 2026.
  • Sheets Smith Wealth Management bought 3,035 Casella Waste Systems shares in Q2 2026, an estimated $259K.
  • Casella Waste Systems made up 0.1% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Sheets Smith Wealth Management first reported a position in Casella Waste Systems in Q2 2024 and has held it in 9 quarters since.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.