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Laird Norton Wetherby Wealth Management’s Casey's General Stores CASY Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$284K Buy
503
+76
+18% +$39.8K 0.01% 770
2025
Q2 		$218K Buy
+427
New +$197K 0.01% 840

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Laird Norton Wetherby Wealth Management's CASY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Casey's General Stores (CASY) stake by 18% in Q3 2025, buying an estimated $39.8K and bringing the position to 503 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #770.

Laird Norton Wetherby Wealth Management first reported a position in CASY in Q2 2025 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 503 shares of Casey's General Stores worth $284K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 76 Casey's General Stores shares in Q3 2025, an estimated $39.8K.
  • Casey's General Stores made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #770 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Casey's General Stores in Q2 2025 and has held it in 2 quarters since.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.