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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's CASY Position: Q1 2026 in Review

NewEdge Wealth reduced its Casey's General Stores (CASY) stake by 38% in Q1 2026, selling an estimated $126K and leaving 320 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

NewEdge Wealth first reported a position in CASY in Q4 2025 and has held it in 2 quarters since. The position peaked at $284K in Q4 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • NewEdge Wealth held 320 shares of Casey's General Stores worth $233K as of Q1 2026.
  • NewEdge Wealth sold 194 Casey's General Stores shares in Q1 2026, an estimated $126K.
  • Casey's General Stores made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1039 holding.
  • NewEdge Wealth first reported a position in Casey's General Stores in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's Casey's General Stores position peaked at $284K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

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