Atlantic Private Wealth’s Casey's General Stores CASY Stock Holding History

Atlantic Private Wealth’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 Q1	–	Sell	-1	Closed	-$553	–	329
2025 Q4	$553	Buy	+1	New	+$550	﹤0.01%	316

Other funds holding CASY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlantic Private Wealth's CASY Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 1 share — an estimated $553 sold.

Atlantic Private Wealth first reported a position in CASY in Q4 2025 and held it in 1 quarter. The position peaked at $553 in Q4 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Atlantic Private Wealth reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 1 Casey's General Stores share in Q1 2026, an estimated $553.
Atlantic Private Wealth first reported a position in Casey's General Stores in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Casey's General Stores position peaked at $553 in Q4 2025.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.