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
Q2 		$1.68M Buy
2,119
+587
+38% +$473K 0.01% 540
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 $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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's CASY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Casey's General Stores (CASY) stake by 38% in Q2 2026, buying an estimated $473K and bringing the position to 2,119 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #540.

Envestnet Portfolio Solutions first reported a position in CASY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.31M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,119 shares of Casey's General Stores worth $1.68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 587 Casey's General Stores shares in Q2 2026, an estimated $473K.
  • Casey's General Stores made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #540 holding.
  • Envestnet Portfolio Solutions first reported a position in Casey's General Stores in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Casey's General Stores position peaked at $4.31M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.