Zacks Investment Management’s Casella Waste Systems CWST Stock Holding History

Zacks Investment Management’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 Q3	–	Sell	-13,412	Closed	-$1.55M	–	772
2025 Q2	$1.55M	Buy	+13,412	New	+$1.55M	0.01%	354
2022 Q4	–	Sell	-8,405	Closed	-$642K	–	611
2022 Q3	$642K	Buy	+8,405	New	+$674K	0.01%	400
2017 Q3	–	Sell	-155,459	Closed	-$2.55M	–	596
2017 Q2	$2.55M	Buy	155,459 +66,295	+74%	+$980K	0.06%	201
2017 Q1	$1.26M	Buy	89,164 +46,026	+107%	+$571K	0.03%	308
2016 Q4	$535K	Buy	+43,138	New	+$507K	0.02%	440

Other funds holding CWST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zacks Investment Management's CWST Position: Q3 2025 in Review

Zacks Investment Management sold out of Casella Waste Systems (CWST) in Q3 2025, closing a stake of 13,412 shares — an estimated $1.55M sold.

Zacks Investment Management first reported a position in CWST in Q4 2016 and held it in 5 quarters. The position peaked at $2.55M in Q2 2017. 391 funds tracked by Wall St. Rank hold CWST as of Q3 2025.

Zacks Investment Management reported no remaining Casella Waste Systems position as of Q3 2025 after selling out during the quarter.
Zacks Investment Management sold 13,412 Casella Waste Systems shares in Q3 2025, an estimated $1.55M.
Zacks Investment Management first reported a position in Casella Waste Systems in Q4 2016 and held it in 5 quarters.
Zacks Investment Management's Casella Waste Systems position peaked at $2.55M in Q2 2017.
391 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.