Curated Wealth Partners’s Casey's General Stores CASY Stock Holding History

Curated Wealth 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	$53.2K	Buy	+45,000	New	+$36.3M	0.01%	694

Other funds holding CASY

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Curated Wealth Partners's CASY Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Casey's General Stores (CASY) in Q2 2026: 45,000 shares worth $53.2K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

349 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Curated Wealth Partners held 45,000 shares of Casey's General Stores worth $53.2K as of Q2 2026.
Casey's General Stores was a new Curated Wealth Partners position in Q2 2026.
Casey's General Stores made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #694 holding.
349 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.