Activest Wealth Management
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Activest Wealth Management’s Casey's General Stores CASY Stock Holding History

Activest Wealth Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1
Closed -$795 – 1107
2026
Q2 		$795 Buy
+1
New +$806 ﹤0.01% 997
2025
Q3 		– Hold
0
– – – 1034
2025
Q2 		– Hold
0
– – – 959

Other funds holding CASY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Activest Wealth Management's CASY Position: Q3 2026 in Review

Activest Wealth Management sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 1 share — an estimated $795 sold.

Activest Wealth Management first reported a position in CASY in Q2 2026 and held it in 1 quarter. The position peaked at $795 in Q2 2026. 631 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Activest Wealth Management reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 Casey's General Stores share in Q3 2026, an estimated $795.
  • Activest Wealth Management first reported a position in Casey's General Stores in Q2 2026 and held it in 1 quarter.
  • Activest Wealth Management's Casey's General Stores position peaked at $795 in Q2 2026.
  • 631 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.