QPWM
CAPL icon

Quadrant Private Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

Quadrant Private Wealth Management’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
Q1 		$3.38M Sell
162,544
-1,015
-0.6% -$22K 0.52% 58
2025
Q4 		$3.37M Sell
163,559
-3,269
-2% -$67.2K 0.55% 48
2025
Q3 		$3.51M Buy
166,828
+837
+0.5% +$17.5K 0.64% 40
2025
Q2 		$3.47M Buy
165,991
+729
+0.4% +$16.4K 0.72% 35
2025
Q1 		$4.06M Buy
165,262
+719
+0.4% +$16.5K 1.01% 26
2024
Q4 		$3.62M Buy
164,543
+775
+0.5% +$16.4K 0.89% 25
2024
Q3 		$3.39M Buy
163,768
+1,023
+0.6% +$20.5K 0.84% 30
2024
Q2 		$3.23M Buy
162,745
+1,378
+0.9% +$29.2K 0.74% 34
2024
Q1 		$3.68M Buy
161,367
+3,226
+2% +$72.8K 0.93% 27
2023
Q4 		$3.61M Buy
158,141
+1,288
+0.8% +$28.6K 1% 24
2023
Q3 		$3.4M Buy
156,853
+1,280
+0.8% +$25.3K 1.14% 19
2023
Q2 		$3.06M Buy
155,573
+720
+0.5% +$14.4K 0.89% 30
2023
Q1 		$3.33M Sell
154,853
-835
-0.5% -$17.7K 1.04% 23
2022
Q4 		$3.09M Buy
+155,688
New +$3.08M 1.04% 25
2022
Q2 		$3.03M Sell
149,490
-4,042
-3% -$85.3K 1.24% 22
2022
Q1 		$3.35M Buy
153,532
+659
+0.4% +$13.8K 1.25% 20
2021
Q4 		$2.91M Buy
152,873
+2,618
+2% +$53K 1.08% 25
2021
Q3 		$2.99M Buy
150,255
+707
+0.5% +$13.5K 1.23% 23
2021
Q2 		$2.85M Buy
149,548
+8,338
+6% +$164K 1.16% 24
2021
Q1 		$2.62M Buy
141,210
+725
+0.5% +$13.2K 1.14% 24
2020
Q4 		$2.41M Buy
140,485
+1,348
+1% +$21.6K 1.07% 24
2020
Q3 		$2.07M Sell
139,137
-11,533
-8% -$170K 1.04% 27
2020
Q2 		$2.03M Buy
150,670
+2,692
+2% +$35.6K 1.17% 21
2020
Q1 		$1.19M Buy
147,978
+21,950
+17% +$359K 1% 22
2019
Q4 		$2.27M Buy
126,028
+46,106
+58% +$820K 2.04% 12
2019
Q3 		$1.36M Sell
79,922
-878
-1% -$14.9K 1.25% 23
2019
Q2 		$1.3M Buy
80,800
+2,128
+3% +$35.8K 1.18% 23
2019
Q1 		$1.44M Buy
78,672
+111
+0.1% +$1.91K 1.32% 23
2018
Q4 		$1.11M Buy
78,561
+988
+1% +$15.9K 1.18% 24
2018
Q3 		$1.4M Buy
77,573
+8,099
+12% +$146K 1.24% 18
2018
Q2 		$1.17M Buy
69,474
+5,996
+9% +$113K 1.14% 22
2018
Q1 		$1.3M Buy
63,478
+4,414
+7% +$102K 1.71% 15
2017
Q4 		$1.4M Buy
+59,064
New +$1.48M 1.46% 18

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Quadrant Private Wealth Management's CAPL Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its CrossAmerica Partners (CAPL) stake by 0.62% in Q1 2026, selling an estimated $22K and leaving 162,544 shares worth $3.38M. The position accounts for 0.52% of the portfolio, ranked #58.

Quadrant Private Wealth Management first reported a position in CAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.06M in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

  • Quadrant Private Wealth Management held 162,544 shares of CrossAmerica Partners worth $3.38M as of Q1 2026.
  • Quadrant Private Wealth Management sold 1,015 CrossAmerica Partners shares in Q1 2026, an estimated $22K.
  • CrossAmerica Partners made up 0.52% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Quadrant Private Wealth Management first reported a position in CrossAmerica Partners in Q4 2017 and has held it in 33 quarters since.
  • Quadrant Private Wealth Management's CrossAmerica Partners position peaked at $4.06M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.