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

Moneta Group 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
2025
Q3 		– Sell
-539
Closed -$275K – 796
2025
Q2 		$275K Sell
539
-14
-3% -$6.45K ﹤0.01% 586
2025
Q1 		$240K Buy
+553
New +$227K ﹤0.01% 574

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

Moneta Group Investment Advisors's CASY Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 539 shares — an estimated $275K sold.

Moneta Group Investment Advisors first reported a position in CASY in Q1 2025 and held it in 2 quarters. The position peaked at $275K in Q2 2025. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • Moneta Group Investment Advisors reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 539 Casey's General Stores shares in Q3 2025, an estimated $275K.
  • Moneta Group Investment Advisors first reported a position in Casey's General Stores in Q1 2025 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Casey's General Stores position peaked at $275K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.