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Optivise Advisory Services’s Casey's General Stores CASY Stock Holding History

Optivise Advisory Services’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 		– Sell
-396
Closed -$219K – 190
2025
Q4 		$219K Buy
+396
New +$218K 0.13% 179

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

Optivise Advisory Services's CASY Position: Q1 2026 in Review

Optivise Advisory Services sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 396 shares — an estimated $219K sold.

Optivise Advisory Services first reported a position in CASY in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 958 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Optivise Advisory Services reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 396 Casey's General Stores shares in Q1 2026, an estimated $219K.
  • Optivise Advisory Services first reported a position in Casey's General Stores in Q4 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Casey's General Stores position peaked at $219K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.