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Creative Planning CWST Position History
Casella Waste Systems, Inc. • Industrials
Quarters held
9
Latest value
$2M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $98K |
| Q4 2025 | $5.9M |
| Q4 2025 | $235K |
| Q1 2026 | $2M |
| Q2 2026 | $107K |
| Q2 2026 | $2.2M |
| Q3 2026 | $103K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 24.7K | — | — |
| Q3 2026 | $103K | 1.3K | — | — |
| Q2 2026 | $2.2M | 22.3K | — | — |
| Q2 2026 | $107K | 1.1K | — | — |
| Q1 2026 | $2M | 25.4K | — | — |
| Q4 2025 | $235K | 2.4K | — | — |
| Q4 2025 | $5.9M | 60.5K | — | — |
| Q3 2025 | $98K | 1.0K | — | — |
| Q3 2025 | $2.7M | 28.5K | — | — |
Other funds holding CWST
$368.8M
$351.9M
$342.5M
$245.6M
$244.4M
$244.4M