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New Age Alpha Advisors’s Casey's General Stores CASY Stock Holding History

New Age Alpha 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
Q2 		– Sell
-5,193
Closed -$2.25M – 860
2025
Q1 		$2.25M Sell
5,193
-2,851
-35% -$1.17M 0.1% 292
2024
Q4 		$3.19M Buy
+8,044
New +$3.24M 0.13% 229

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Age Alpha Advisors's CASY Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 5,193 shares — an estimated $2.25M sold.

New Age Alpha Advisors first reported a position in CASY in Q4 2024 and held it in 2 quarters. The position peaked at $3.19M in Q4 2024. 789 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 5,193 Casey's General Stores shares in Q2 2025, an estimated $2.25M.
  • New Age Alpha Advisors first reported a position in Casey's General Stores in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's Casey's General Stores position peaked at $3.19M in Q4 2024.
  • 789 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.