Wealth Enhancement Advisory Services
CWST icon

Wealth Enhancement Advisory Services’s Casella Waste Systems CWST Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.53M Sell
42,024
-33
-0.1% -$3.02K 0.01% 1300
2026
Q2 		$4.07M Buy
42,057
+1,530
+4% +$131K 0.01% 1144
2026
Q1 		$3.53M Sell
40,527
-2,514
-6% -$241K 0.01% 1084
2025
Q4 		$4.45M Buy
43,041
+1,425
+3% +$132K 0.01% 1074
2025
Q3 		$3.82M Buy
41,616
+734
+2% +$73.9K 0.01% 1089
2025
Q2 		$4.64M Sell
40,882
-1,720
-4% -$199K 0.01% 932
2025
Q1 		$4.75M Sell
42,602
-2,830
-6% -$310K 0.01% 856
2024
Q4 		$4.81M Buy
45,432
+3,456
+8% +$365K 0.01% 810
2024
Q3 		$4.18M Buy
41,976
+90
+0.2% +$9.32K 0.01% 783
2024
Q2 		$4.16M Buy
41,886
+1,677
+4% +$162K 0.01% 739
2024
Q1 		$3.98M Buy
40,209
+3,801
+10% +$341K 0.01% 727
2023
Q4 		$3.11M Sell
36,408
-337
-0.9% -$27.1K 0.01% 757
2023
Q3 		$2.8M Buy
+36,745
New +$3.01M 0.01% 744

Other funds holding CWST

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's CWST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Casella Waste Systems (CWST) stake by 0.08% in Q3 2026, selling an estimated $3.02K and leaving 42,024 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #1300.

Wealth Enhancement Advisory Services first reported a position in CWST in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.81M in Q4 2024. 84 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 42,024 shares of Casella Waste Systems worth $3.53M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 33 Casella Waste Systems shares in Q3 2026, an estimated $3.02K.
  • Casella Waste Systems made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1300 holding.
  • Wealth Enhancement Advisory Services first reported a position in Casella Waste Systems in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Casella Waste Systems position peaked at $4.81M in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.