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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
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 $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

Foundations Investment Advisors's CASY Position: Q1 2026 in Review

Foundations Investment Advisors increased its Casey's General Stores (CASY) stake by 67% in Q1 2026, buying an estimated $306K and bringing the position to 1,167 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #560.

Foundations Investment Advisors first reported a position in CASY in Q1 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Foundations Investment Advisors held 1,167 shares of Casey's General Stores worth $849K as of Q1 2026.
  • Foundations Investment Advisors bought 470 Casey's General Stores shares in Q1 2026, an estimated $306K.
  • Casey's General Stores made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #560 holding.
  • Foundations Investment Advisors first reported a position in Casey's General Stores in Q1 2025 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.