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
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's CWST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Casella Waste Systems (CWST) stake by 3.8% in Q2 2026, buying an estimated $131K and bringing the position to 42,057 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #1144.

Wealth Enhancement Advisory Services first reported a position in CWST in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.81M in Q4 2024. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 42,057 shares of Casella Waste Systems worth $4.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,530 Casella Waste Systems shares in Q2 2026, an estimated $131K.
  • Casella Waste Systems made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1144 holding.
  • Wealth Enhancement Advisory Services first reported a position in Casella Waste Systems in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Casella Waste Systems position peaked at $4.81M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.