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EverSource Wealth Advisors’s Casey's General Stores CASY Stock Holding History

EverSource Wealth Advisors’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 		$342K Buy
470
+155
+49% +$101K 0.01% 783
2025
Q4 		$174K Buy
315
+133
+73% +$73.2K 0.01% 1010
2025
Q3 		$103K Sell
182
-36
-17% -$18.8K ﹤0.01% 1262
2025
Q2 		$111K Buy
218
+177
+432% +$81.6K 0.01% 1143
2025
Q1 		$17.8K Buy
41
+5
+14% +$2.05K ﹤0.01% 1753
2024
Q4 		$14.3K Sell
36
-5
-12% -$2.02K ﹤0.01% 1817
2024
Q3 		$15.4K Buy
41
+3
+8% +$1.12K ﹤0.01% 1626
2024
Q2 		$14.7K Buy
38
+5
+15% +$1.67K ﹤0.01% 1665
2024
Q1 		$10.5K Buy
33
+8
+32% +$2.34K ﹤0.01% 1666
2023
Q4 		$6.87K Buy
25
+2
+9% +$547 ﹤0.01% 1729
2023
Q3 		$6.25K Sell
23
-5
-18% -$1.27K ﹤0.01% 1609
2023
Q2 		$6.83K Buy
28
+8
+40% +$1.81K ﹤0.01% 1601
2023
Q1 		$4.33K Buy
20
+15
+300% +$3.28K ﹤0.01% 1693
2022
Q4 		$1.12K Hold
5
– – ﹤0.01% 2054
2022
Q3 		$1K Buy
+5
New +$1.04K ﹤0.01% 1786
2022
Q2 		– Sell
-33
Closed -$7K – 1730
2022
Q1 		$7K Hold
33
– – ﹤0.01% 1127
2021
Q4 		$7K Buy
+33
New +$6.38K ﹤0.01% 1090

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

EverSource Wealth Advisors's CASY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Casey's General Stores (CASY) stake by 49% in Q1 2026, buying an estimated $101K and bringing the position to 470 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #783.

EverSource Wealth Advisors first reported a position in CASY in Q4 2021 and has held it in 17 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • EverSource Wealth Advisors held 470 shares of Casey's General Stores worth $342K as of Q1 2026.
  • EverSource Wealth Advisors bought 155 Casey's General Stores shares in Q1 2026, an estimated $101K.
  • Casey's General Stores made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #783 holding.
  • EverSource Wealth Advisors first reported a position in Casey's General Stores in Q4 2021 and has held it in 17 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.