Plante Moran Financial Advisors, LLC
Position in CWST — Casella Waste Systems Inc
CIK 1424717
SOUTHFIELD, MI
Position in CWST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$151,176
+$28,596 QoQ
Shares Held
1,559
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#297
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWST Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $255,684 across 5 Waste Management names. CWST ranks #1 (59.1% of the industry book) .
All Filings in CWST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,176 | 1,559 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $122,580 | 1,545 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $151,317 | 1,545 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $146,589 | 1,545 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $173,993 | 1,508 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $172,728 | 1,549 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $163,899 | 1,549 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $154,110 | 1,549 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $153,691 | 1,549 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $153,149 | 1,549 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $132,377 | 1,549 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $118,188 | 1,549 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $140,107 | 1,549 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $150,854 | 1,825 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $144,740 | 1,825 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $148,960 | 1,950 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $236,210 | 3,250 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $298,010 | 3,400 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $290,428 | 3,400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $258,196 | 3,400 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $215,662 | 3,400 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $216,138 | 3,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,630 | 3,400 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $189,890 | 3,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $177,208 | 3,400 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $136,983 | 3,507 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||