Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Casey's General Stores CASY Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$1.12M Sell
1,532
-68
-4% -$44.3K 0.01% 599
2025
Q4 		$884K Buy
1,600
+81
+5% +$44.6K ﹤0.01% 799
2025
Q3 		$859K Sell
1,519
-1,636
-52% -$856K ﹤0.01% 793
2025
Q2 		$1.61M Sell
3,155
-6,779
-68% -$3.12M 0.01% 631
2025
Q1 		$4.31M Sell
9,934
-638
-6% -$262K 0.02% 398
2024
Q4 		$4.19M Buy
10,572
+1,189
+13% +$479K 0.01% 438
2024
Q3 		$3.53M Buy
9,383
+6,583
+235% +$2.46M 0.01% 494
2024
Q2 		$1.07M Buy
2,800
+1,245
+80% +$415K ﹤0.01% 840
2024
Q1 		$495K Sell
1,555
-54
-3% -$15.8K ﹤0.01% 1127
2023
Q4 		$442K Buy
1,609
+171
+12% +$46.8K ﹤0.01% 1098
2023
Q3 		$390K Buy
+1,438
New +$364K ﹤0.01% 1094

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Portfolio Solutions's CASY Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Casey's General Stores (CASY) stake by 4.3% in Q1 2026, selling an estimated $44.3K and leaving 1,532 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #599.

Envestnet Portfolio Solutions first reported a position in CASY in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q1 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Envestnet Portfolio Solutions held 1,532 shares of Casey's General Stores worth $1.12M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 68 Casey's General Stores shares in Q1 2026, an estimated $44.3K.
  • Casey's General Stores made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #599 holding.
  • Envestnet Portfolio Solutions first reported a position in Casey's General Stores in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Casey's General Stores position peaked at $4.31M in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.