Atria Investments’s Casey's General Stores CASY Stock Holding History

Atria Investments’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 Q2	$3.1M	Sell	3,897 -693	-15%	-$558K	0.03%	552
2026 Q1	$3.34M	Sell	4,590 -1,454	-24%	-$947K	0.04%	505
2025 Q4	$3.34M	Sell	6,044 -317	-5%	-$174K	0.04%	519
2025 Q3	$3.6M	Sell	6,361 -1,510	-19%	-$790K	0.04%	500
2025 Q2	$4.02M	Buy	7,871 +178	+2%	+$82K	0.05%	452
2025 Q1	$3.34M	Buy	7,693 +4,625	+151%	+$1.9M	0.04%	504
2024 Q4	$1.22M	Sell	3,068 -130	-4%	-$52.4K	0.02%	881
2024 Q3	$1.2M	Buy	3,198 +100	+3%	+$37.4K	0.01%	884
2024 Q2	$1.18M	Buy	+3,098	New	+$1.03M	0.02%	852
2020 Q1	–	Sell	-2,545	Closed	-$405K	–	639
2019 Q4	$405K	Sell	2,545 -257	-9%	-$42.5K	0.01%	860
2019 Q3	$452K	Buy	2,802 +1,044	+59%	+$172K	0.02%	612
2019 Q2	$289K	Buy	+1,758	New	+$240K	0.01%	754

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Investments's CASY Position: Q2 2026 in Review

Atria Investments reduced its Casey's General Stores (CASY) stake by 15% in Q2 2026, selling an estimated $558K and leaving 3,897 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #552.

Atria Investments first reported a position in CASY in Q2 2019 and has held it in 12 quarters since. The position peaked at $4.02M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Atria Investments held 3,897 shares of Casey's General Stores worth $3.1M as of Q2 2026.
Atria Investments sold 693 Casey's General Stores shares in Q2 2026, an estimated $558K.
Casey's General Stores made up 0.03% of Atria Investments's portfolio in Q2 2026, its #552 holding.
Atria Investments first reported a position in Casey's General Stores in Q2 2019 and has held it in 12 quarters since.
Atria Investments's Casey's General Stores position peaked at $4.02M in Q2 2025.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.