Position in CWST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,845,846
-$930,426 QoQ
Shares Held
35,869
-7.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CWST Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $177,688,169 across 6 Waste Management names. CWST ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
|
506,019 | $116,278,106 | |
| 2 | RSG |
Republic Services, Inc.
|
230,816 | $50,553,320 | |
| 3 | CLH |
Clean Harbors Inc
|
14,246 | $4,084,755 | |
| 4 | WCN |
Waste Connections, Inc.
|
23,188 | $3,766,658 | |
| 5 | CWST |
Casella Waste Systems Inc
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|
35,869 | $2,845,846 | |
| 6 | ABAT |
AMERICAN BATTERY TECHNOLOGY Co
|
57,163 | $159,484 |
All Filings in CWST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,845,846 | 35,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,776,272 | 38,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,658,477 | 38,559 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,499,820 | 39,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,344,541 | 38,961 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $4,123,309 | 38,969 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $3,805,691 | 38,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,474,440 | 75,332 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,668,571 | 37,105 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,804,797 | 32,820 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||