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 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 $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

Atria Investments's CASY Position: Q1 2026 in Review

Atria Investments reduced its Casey's General Stores (CASY) stake by 24% in Q1 2026, selling an estimated $947K and leaving 4,590 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #505.

Atria Investments first reported a position in CASY in Q2 2019 and has held it in 11 quarters since. The position peaked at $4.02M in Q2 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Atria Investments held 4,590 shares of Casey's General Stores worth $3.34M as of Q1 2026.
Atria Investments sold 1,454 Casey's General Stores shares in Q1 2026, an estimated $947K.
Casey's General Stores made up 0.04% of Atria Investments's portfolio in Q1 2026, its #505 holding.
Atria Investments first reported a position in Casey's General Stores in Q2 2019 and has held it in 11 quarters since.
Atria Investments's Casey's General Stores position peaked at $4.02M in Q2 2025.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.