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Wealthspire Advisors (New York)’s Casella Waste Systems CWST Stock Holding History

Wealthspire Advisors (New York)’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
-75
Closed -$7.12K – 1461
2025
Q3 		$7.12K Buy
+75
New +$7.55K ﹤0.01% 2190

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WA
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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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CWST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Casella Waste Systems (CWST) in Q4 2025, closing a stake of 75 shares — an estimated $7.12K sold.

Wealthspire Advisors (New York) first reported a position in CWST in Q3 2025 and held it in 1 quarter. The position peaked at $7.12K in Q3 2025. 393 funds tracked by Wall St. Rank hold CWST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Casella Waste Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 75 Casella Waste Systems shares in Q4 2025, an estimated $7.12K.
  • Wealthspire Advisors (New York) first reported a position in Casella Waste Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Casella Waste Systems position peaked at $7.12K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.