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

Cyndeo 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
Q3 		$1.49M Sell
2,442
-4
-0.2% -$3.09K 0.07% 228
2026
Q2 		$1.94M Sell
2,446
-296
-11% -$238K 0.09% 191
2026
Q1 		$2M Buy
2,742
+2
+0.1% +$1.3K 0.11% 170
2025
Q4 		$1.51M Buy
2,740
+1
+0% +$550 0.08% 196
2025
Q3 		$1.55M Sell
2,739
-2
-0.1% -$1.05K 0.09% 185
2025
Q2 		$1.4M Hold
2,741
– – 0.08% 192
2025
Q1 		$1.19M Buy
2,741
+11
+0.4% +$4.51K 0.08% 193
2024
Q4 		$1.08M Buy
2,730
+14
+0.5% +$5.64K 0.07% 206
2024
Q3 		$1.02M Sell
2,716
-10
-0.4% -$3.74K 0.07% 211
2024
Q2 		$1.04M Sell
2,726
-8
-0.3% -$2.67K 0.08% 207
2024
Q1 		$871K Hold
2,734
– – 0.07% 210
2023
Q4 		$751K Hold
2,734
– – 0.07% 214
2023
Q3 		$742K Buy
2,734
+2
+0.1% +$507 0.08% 192
2023
Q2 		$666K Buy
2,732
+15
+0.6% +$3.4K 0.07% 196
2023
Q1 		$588K Buy
2,717
+35
+1% +$7.65K 0.06% 205
2022
Q4 		$602K Buy
+2,682
New +$611K 0.07% 198

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Cyndeo Wealth Partners's CASY Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Casey's General Stores (CASY) stake by 0.16% in Q3 2026, selling an estimated $3.09K and leaving 2,442 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #228.

Cyndeo Wealth Partners first reported a position in CASY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2M in Q1 2026. 234 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Cyndeo Wealth Partners held 2,442 shares of Casey's General Stores worth $1.49M as of Q3 2026.
  • Cyndeo Wealth Partners sold 4 Casey's General Stores shares in Q3 2026, an estimated $3.09K.
  • Casey's General Stores made up 0.07% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #228 holding.
  • Cyndeo Wealth Partners first reported a position in Casey's General Stores in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Casey's General Stores position peaked at $2M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.