NewEdge Wealth’s CrossAmerica Partners CAPL Stock Holding History

NewEdge Wealth’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.95M	Buy	93,975 +1,213	+1%	+$26.3K	0.02%	432
2025 Q4	$1.91M	Buy	92,762 +13	+0%	+$267	0.02%	461
2025 Q3	$1.86M	Buy	92,749 +18,798	+25%	+$393K	0.03%	415
2025 Q2	$1.49M	Buy	73,951 +6,677	+10%	+$150K	0.02%	447
2025 Q1	$1.65M	Sell	67,274 -3,958	-6%	-$90.9K	0.03%	388
2024 Q4	$1.57M	Buy	71,232 +37,736	+113%	+$797K	0.03%	406
2024 Q3	$694K	Buy	+33,496	New	+$671K	0.01%	540

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

NewEdge Wealth's CAPL Position: Q1 2026 in Review

NewEdge Wealth increased its CrossAmerica Partners (CAPL) stake by 1.3% in Q1 2026, buying an estimated $26.3K and bringing the position to 93,975 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #432.

NewEdge Wealth first reported a position in CAPL in Q3 2024 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

NewEdge Wealth held 93,975 shares of CrossAmerica Partners worth $1.95M as of Q1 2026.
NewEdge Wealth bought 1,213 CrossAmerica Partners shares in Q1 2026, an estimated $26.3K.
CrossAmerica Partners made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #432 holding.
NewEdge Wealth first reported a position in CrossAmerica Partners in Q3 2024 and has held it in 7 quarters since.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.