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

Spire 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
2025 Q3	–	Sell	-168	Closed	-$19.4K	–	2385
2025 Q2	$19.4K	Hold	168	–	–	﹤0.01%	1526
2025 Q1	$18.7K	Sell	168 -73	-30%	-$7.99K	﹤0.01%	1632
2024 Q4	$25.5K	Hold	241	–	–	﹤0.01%	1537
2024 Q3	$24K	Hold	241	–	–	﹤0.01%	1384
2024 Q2	$23.9K	Hold	241	–	–	﹤0.01%	1379
2024 Q1	$23.8K	Hold	241	–	–	﹤0.01%	1453
2023 Q4	$20.4K	Hold	241	–	–	﹤0.01%	1535
2023 Q3	$18.4K	Hold	241	–	–	﹤0.01%	1539
2023 Q2	$21.8K	Hold	241	–	–	﹤0.01%	1562
2023 Q1	$19.9K	Hold	241	–	–	﹤0.01%	1619
2022 Q4	$19K	Hold	241	–	–	﹤0.01%	1382
2022 Q3	$18K	Hold	241	–	–	﹤0.01%	1367
2022 Q2	$18K	Sell	241 -713	-75%	-$54.3K	﹤0.01%	1712
2022 Q1	$84K	Sell	954 -152	-14%	-$12.1K	﹤0.01%	1228
2021 Q4	$94K	Hold	1,106	–	–	﹤0.01%	1425
2021 Q3	$84K	Hold	1,106	–	–	﹤0.01%	1253
2021 Q2	$70K	Buy	1,106 +152	+16%	+$10.1K	﹤0.01%	1344
2021 Q1	$61K	Buy	+954	New	+$57.7K	﹤0.01%	1623

Other funds holding CWST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spire Wealth Management's CWST Position: Q3 2025 in Review

Spire Wealth Management sold out of Casella Waste Systems (CWST) in Q3 2025, closing a stake of 168 shares — an estimated $19.4K sold.

Spire Wealth Management first reported a position in CWST in Q1 2021 and held it in 18 quarters. The position peaked at $94K in Q4 2021. 391 funds tracked by Wall St. Rank hold CWST as of Q3 2025.

Spire Wealth Management reported no remaining Casella Waste Systems position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 168 Casella Waste Systems shares in Q3 2025, an estimated $19.4K.
Spire Wealth Management first reported a position in Casella Waste Systems in Q1 2021 and held it in 18 quarters.
Spire Wealth Management's Casella Waste Systems position peaked at $94K in Q4 2021.
391 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.