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SHP Wealth Management’s Casella Waste Systems CWST Stock Holding History

SHP 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
Q1 		$34.8K Hold
438
– – ﹤0.01% 580
2025
Q4 		$42.9K Buy
+438
New +$40.7K ﹤0.01% 509

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's CWST Position: Q1 2026 in Review

SHP Wealth Management held its Casella Waste Systems (CWST) position steady in Q1 2026 at 438 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

SHP Wealth Management first reported a position in CWST in Q4 2025 and has held it in 2 quarters since. The position peaked at $42.9K in Q4 2025. 406 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • SHP Wealth Management held 438 shares of Casella Waste Systems worth $34.8K as of Q1 2026.
  • SHP Wealth Management left its Casella Waste Systems share count unchanged in Q1 2026.
  • Casella Waste Systems made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #580 holding.
  • SHP Wealth Management first reported a position in Casella Waste Systems in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Casella Waste Systems position peaked at $42.9K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.