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Foundations Investment Advisors’s Casey's General Stores CASY Stock Holding History

Foundations Investment 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
Q2 		$337K Sell
424
-743
-64% -$599K ﹤0.01% 913
2026
Q1 		$849K Buy
1,167
+470
+67% +$306K 0.01% 560
2025
Q4 		$385K Buy
+697
New +$384K 0.01% 805
2025
Q2 		– Sell
-478
Closed -$207K – 927
2025
Q1 		$207K Buy
+478
New +$196K ﹤0.01% 812

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

Foundations Investment Advisors's CASY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Casey's General Stores (CASY) stake by 64% in Q2 2026, selling an estimated $599K and leaving 424 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Foundations Investment Advisors first reported a position in CASY in Q1 2025 and has held it in 4 quarters since. The position peaked at $849K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Foundations Investment Advisors held 424 shares of Casey's General Stores worth $337K as of Q2 2026.
  • Foundations Investment Advisors sold 743 Casey's General Stores shares in Q2 2026, an estimated $599K.
  • Casey's General Stores made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #913 holding.
  • Foundations Investment Advisors first reported a position in Casey's General Stores in Q1 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Casey's General Stores position peaked at $849K in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.