Cerity Partners
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Cerity Partners’s Casey's General Stores CASY Stock Holding History

Cerity Partners’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 		$48.8M Sell
61,404
-6,166
-9% -$4.97M 0.06% 261
2026
Q1 		$49.2M Buy
67,570
+4,737
+8% +$3.09M 0.07% 242
2025
Q4 		$34.7M Buy
62,833
+5,627
+10% +$3.1M 0.05% 293
2025
Q3 		$32.3M Buy
57,206
+1,087
+2% +$569K 0.05% 276
2025
Q2 		$28.6M Sell
56,119
-5,506
-9% -$2.54M 0.05% 294
2025
Q1 		$26.7M Sell
61,625
-326
-0.5% -$134K 0.05% 283
2024
Q4 		$24.4M Sell
61,951
-2,055
-3% -$828K 0.05% 277
2024
Q3 		$24M Buy
64,006
+9,187
+17% +$3.44M 0.05% 285
2024
Q2 		$20.9M Sell
54,819
-605
-1% -$202K 0.06% 273
2024
Q1 		$17.6M Buy
55,424
+54,547
+6,220% +$15.9M 0.05% 318
2023
Q4 		$241K Buy
+877
New +$240K ﹤0.01% 1630
2018
Q3 		– Sell
-2,093
Closed -$220K – 539
2018
Q2 		$220K Sell
2,093
-1,511
-42% -$153K 0.02% 493
2018
Q1 		$396K Sell
3,604
-738
-17% -$85.4K 0.03% 379
2017
Q4 		$486K Buy
4,342
+695
+19% +$79.5K 0.03% 344
2017
Q3 		$399K Buy
+3,647
New +$388K 0.03% 363

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's CASY Position: Q2 2026 in Review

Cerity Partners reduced its Casey's General Stores (CASY) stake by 9.1% in Q2 2026, selling an estimated $4.97M and leaving 61,404 shares worth $48.8M. The position accounts for 0.06% of the portfolio, ranked #261.

Cerity Partners first reported a position in CASY in Q3 2017 and has held it in 15 quarters since. The position peaked at $49.2M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Cerity Partners held 61,404 shares of Casey's General Stores worth $48.8M as of Q2 2026.
  • Cerity Partners sold 6,166 Casey's General Stores shares in Q2 2026, an estimated $4.97M.
  • Casey's General Stores made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #261 holding.
  • Cerity Partners first reported a position in Casey's General Stores in Q3 2017 and has held it in 15 quarters since.
  • Cerity Partners's Casey's General Stores position peaked at $49.2M in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.