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

FSM 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
2025
Q3 		– Sell
-443
Closed -$233K – 322
2025
Q2 		$233K Buy
+443
New +$204K 0.04% 248

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FSM Wealth Advisors's CASY Position: Q3 2025 in Review

FSM Wealth Advisors sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 443 shares — an estimated $233K sold.

FSM Wealth Advisors first reported a position in CASY in Q2 2025 and held it in 1 quarter. The position peaked at $233K in Q2 2025. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • FSM Wealth Advisors reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 443 Casey's General Stores shares in Q3 2025, an estimated $233K.
  • FSM Wealth Advisors first reported a position in Casey's General Stores in Q2 2025 and held it in 1 quarter.
  • FSM Wealth Advisors's Casey's General Stores position peaked at $233K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on FSM Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.