TWD
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True Wealth Design’s Casella Waste Systems CWST Stock Holding History

True Wealth Design’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
Q4 		– Sell
-1
Closed -$95 – 2629
2025
Q3 		$95 Sell
1
-6
-86% -$604 ﹤0.01% 2450
2025
Q2 		$808 Hold
7
– – ﹤0.01% 1549
2025
Q1 		$781 Buy
+7
New +$766 ﹤0.01% 1365

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

True Wealth Design's CWST Position: Q4 2025 in Review

True Wealth Design sold out of Casella Waste Systems (CWST) in Q4 2025, closing a stake of 1 share — an estimated $95 sold.

True Wealth Design first reported a position in CWST in Q1 2025 and held it in 3 quarters. The position peaked at $808 in Q2 2025. 393 funds tracked by Wall St. Rank hold CWST as of Q4 2025.

  • True Wealth Design reported no remaining Casella Waste Systems position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Casella Waste Systems share in Q4 2025, an estimated $95.
  • True Wealth Design first reported a position in Casella Waste Systems in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Casella Waste Systems position peaked at $808 in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.