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

Focus Partners Wealth’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 		$10.4M Sell
14,236
-2,820
-17% -$1.84M 0.01% 706
2025
Q4 		$9.43M Buy
17,056
+4,019
+31% +$2.21M 0.01% 719
2025
Q3 		$7.3M Sell
13,037
-430
-3% -$225K 0.01% 645
2025
Q2 		$6.87M Sell
13,467
-5,208
-28% -$2.4M 0.01% 584
2025
Q1 		$8.11M Sell
18,675
-276
-1% -$113K 0.02% 513
2024
Q4 		$7.51M Buy
18,951
+1,167
+7% +$470K 0.02% 527
2024
Q3 		$6.68M Sell
17,784
-17,174
-49% -$6.42M 0.02% 491
2024
Q2 		$13.3M Buy
34,958
+17,584
+101% +$5.87M 0.04% 311
2024
Q1 		$5.53M Buy
17,374
+1,734
+11% +$507K 0.04% 307
2023
Q4 		$4.3M Buy
+15,640
New +$4.28M 0.06% 251

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

Focus Partners Wealth's CASY Position: Q1 2026 in Review

Focus Partners Wealth reduced its Casey's General Stores (CASY) stake by 17% in Q1 2026, selling an estimated $1.84M and leaving 14,236 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #706.

Focus Partners Wealth first reported a position in CASY in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.3M in Q2 2024. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Focus Partners Wealth held 14,236 shares of Casey's General Stores worth $10.4M as of Q1 2026.
  • Focus Partners Wealth sold 2,820 Casey's General Stores shares in Q1 2026, an estimated $1.84M.
  • Casey's General Stores made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #706 holding.
  • Focus Partners Wealth first reported a position in Casey's General Stores in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Casey's General Stores position peaked at $13.3M in Q2 2024.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.