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

Beaird Harris 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
2025
Q4 		– Sell
-2
Closed -$1.13K – 714
2025
Q3 		$1.13K Buy
+2
New +$1.05K ﹤0.01% 564

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Beaird Harris Wealth Management's CASY Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Casey's General Stores (CASY) in Q4 2025, closing a stake of 2 shares — an estimated $1.13K sold.

Beaird Harris Wealth Management first reported a position in CASY in Q3 2025 and held it in 1 quarter. The position peaked at $1.13K in Q3 2025. 864 funds tracked by Wall St. Rank hold CASY as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Casey's General Stores position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Casey's General Stores shares in Q4 2025, an estimated $1.13K.
  • Beaird Harris Wealth Management first reported a position in Casey's General Stores in Q3 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Casey's General Stores position peaked at $1.13K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.