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

Congress 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 Q2	$15M	Sell	29,446 -4,617	-14%	-$2.13M	0.15%	172
2025 Q1	$14.8M	Sell	34,063 -6,381	-16%	-$2.62M	0.18%	147
2024 Q4	$16M	Sell	40,444 -1,750	-4%	-$705K	0.22%	132
2024 Q3	$15.9M	Buy	42,194 +133	+0.3%	+$49.7K	0.21%	141
2024 Q2	$16M	Buy	42,061 +39,185	+1,362%	+$13.1M	0.26%	108
2024 Q1	$916K	Buy	+2,876	New	+$840K	0.02%	384

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Congress Wealth Management's CASY Position: Q2 2025 in Review

Congress Wealth Management reduced its Casey's General Stores (CASY) stake by 14% in Q2 2025, selling an estimated $2.13M and leaving 29,446 shares worth $15M. The position accounts for 0.15% of the portfolio, ranked #172.

Congress Wealth Management first reported a position in CASY in Q1 2024 and has held it in 6 quarters since. The position peaked at $16M in Q2 2024. 791 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

Congress Wealth Management held 29,446 shares of Casey's General Stores worth $15M as of Q2 2025.
Congress Wealth Management sold 4,617 Casey's General Stores shares in Q2 2025, an estimated $2.13M.
Casey's General Stores made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #172 holding.
Congress Wealth Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 6 quarters since.
Congress Wealth Management's Casey's General Stores position peaked at $16M in Q2 2024.
791 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.