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Atria Wealth Solutions’s Casey's General Stores CASY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.66M Sell
3,255
-6,478
-67% -$2.99M 0.04% 469
2025
Q1 		$4.22M Buy
9,733
+930
+11% +$381K 0.05% 392
2024
Q4 		$3.49M Buy
8,803
+276
+3% +$111K 0.04% 458
2024
Q3 		$3.2M Buy
8,527
+5,440
+176% +$2.03M 0.03% 477
2024
Q2 		$1.18M Buy
3,087
+688
+29% +$230K 0.01% 822
2024
Q1 		$764K Buy
2,399
+31
+1% +$9.06K 0.01% 1038
2023
Q4 		$651K Buy
2,368
+783
+49% +$214K 0.01% 1078
2023
Q3 		$430K Buy
+1,585
New +$402K 0.01% 1203

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's CASY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Casey's General Stores (CASY) stake by 67% in Q2 2025, selling an estimated $2.99M and leaving 3,255 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #469.

Atria Wealth Solutions first reported a position in CASY in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.22M in Q1 2025. 791 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • Atria Wealth Solutions held 3,255 shares of Casey's General Stores worth $1.66M as of Q2 2025.
  • Atria Wealth Solutions sold 6,478 Casey's General Stores shares in Q2 2025, an estimated $2.99M.
  • Casey's General Stores made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #469 holding.
  • Atria Wealth Solutions first reported a position in Casey's General Stores in Q3 2023 and has held it in 8 quarters since.
  • Atria Wealth Solutions's Casey's General Stores position peaked at $4.22M in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.