Modera Wealth Management’s Casey's General Stores CASY Stock Holding History

Modera 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
2026 Q2	$269K	Hold	339	–	–	﹤0.01%	574
2026 Q1	$247K	Buy	+339	New	+$221K	﹤0.01%	572
2022 Q1	–	Sell	-1,270	Closed	-$251K	–	395
2021 Q4	$251K	Buy	+1,270	New	+$245K	0.01%	481

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Modera Wealth Management's CASY Position: Q2 2026 in Review

Modera Wealth Management held its Casey's General Stores (CASY) position steady in Q2 2026 at 339 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Modera Wealth Management first reported a position in CASY in Q4 2021 and has held it in 3 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Modera Wealth Management held 339 shares of Casey's General Stores worth $269K as of Q2 2026.
Modera Wealth Management left its Casey's General Stores share count unchanged in Q2 2026.
Casey's General Stores made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #574 holding.
Modera Wealth Management first reported a position in Casey's General Stores in Q4 2021 and has held it in 3 quarters since.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.