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Nicola Wealth Management’s Casey's General Stores CASY Stock Holding History

Nicola Wealth Management’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
Q3 		– Sell
-10,400
Closed -$5.31M – 72
2025
Q2 		$5.31M Sell
10,400
-43,500
-81% -$20M 0.5% 49
2025
Q1 		$23.4M Sell
53,900
-8,200
-13% -$3.36M 2.28% 7
2024
Q4 		$24.6M Hold
62,100
– – 2.33% 11
2024
Q3 		$23.3M Buy
62,100
+7,100
+13% +$2.65M 1.85% 14
2024
Q2 		$21M Hold
55,000
– – 1.88% 17
2024
Q1 		$17.5M Buy
+55,000
New +$16.1M 1.7% 21

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nicola Wealth Management's CASY Position: Q3 2025 in Review

Nicola Wealth Management sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 10,400 shares — an estimated $5.31M sold.

Nicola Wealth Management first reported a position in CASY in Q1 2024 and held it in 6 quarters. The position peaked at $24.6M in Q4 2024. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • Nicola Wealth Management reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 10,400 Casey's General Stores shares in Q3 2025, an estimated $5.31M.
  • Nicola Wealth Management first reported a position in Casey's General Stores in Q1 2024 and held it in 6 quarters.
  • Nicola Wealth Management's Casey's General Stores position peaked at $24.6M in Q4 2024.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.