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NewEdge Wealth’s Casey's General Stores CASY Stock Holding History

NewEdge Wealth’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 		$462K Buy
581
+261
+82% +$210K ﹤0.01% 887
2026
Q1 		$233K Sell
320
-194
-38% -$126K ﹤0.01% 1039
2025
Q4 		$284K Buy
+514
New +$283K ﹤0.01% 1039

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewEdge Wealth's CASY Position: Q2 2026 in Review

NewEdge Wealth increased its Casey's General Stores (CASY) stake by 82% in Q2 2026, buying an estimated $210K and bringing the position to 581 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

NewEdge Wealth first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • NewEdge Wealth held 581 shares of Casey's General Stores worth $462K as of Q2 2026.
  • NewEdge Wealth bought 261 Casey's General Stores shares in Q2 2026, an estimated $210K.
  • Casey's General Stores made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #887 holding.
  • NewEdge Wealth first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

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