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Stephens Consulting’s Casella Waste Systems CWST Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-15
Closed -$1.67K – 1398
2025
Q1 		$1.67K Buy
+15
New +$1.64K ﹤0.01% 483
2024
Q3 		– Sell
-31
Closed -$3.08K – 552
2024
Q2 		$3.08K Buy
+31
New +$2.99K ﹤0.01% 467

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Consulting's CWST Position: Q2 2025 in Review

Stephens Consulting sold out of Casella Waste Systems (CWST) in Q2 2025, closing a stake of 15 shares — an estimated $1.67K sold.

Stephens Consulting first reported a position in CWST in Q2 2024 and held it in 2 quarters. The position peaked at $3.08K in Q2 2024. 392 funds tracked by Wall St. Rank hold CWST as of Q2 2025.

  • Stephens Consulting reported no remaining Casella Waste Systems position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Casella Waste Systems shares in Q2 2025, an estimated $1.67K.
  • Stephens Consulting first reported a position in Casella Waste Systems in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Casella Waste Systems position peaked at $3.08K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.