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 Q2	$2.09M	Sell	93,175 -800	-0.9%	-$17.4K	0.02%	452
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 $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth's CAPL Position: Q2 2026 in Review

NewEdge Wealth reduced its CrossAmerica Partners (CAPL) stake by 0.85% in Q2 2026, selling an estimated $17.4K and leaving 93,175 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #452.

NewEdge Wealth first reported a position in CAPL in Q3 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

NewEdge Wealth held 93,175 shares of CrossAmerica Partners worth $2.09M as of Q2 2026.
NewEdge Wealth sold 800 CrossAmerica Partners shares in Q2 2026, an estimated $17.4K.
CrossAmerica Partners made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #452 holding.
NewEdge Wealth first reported a position in CrossAmerica Partners in Q3 2024 and has held it in 8 quarters since.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.