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Rise Advisors’s Casey's General Stores CASY Stock Holding History

Rise Advisors’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
Q4 		– Sell
-68
Closed -$38.2K – 313
2025
Q3 		$38.2K Hold
68
– – 0.01% 314
2025
Q2 		$34.5K Buy
68
+1
+1% +$461 0.01% 308
2025
Q1 		$29.3K Sell
67
-27
-29% -$11.1K 0.01% 334
2024
Q4 		$37.4K Hold
94
– – 0.02% 310
2024
Q3 		$35.4K Hold
94
– – 0.02% 335
2024
Q2 		$35.9K Hold
94
– – 0.02% 307
2024
Q1 		$29.9K Buy
+94
New +$27.5K 0.02% 384

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rise Advisors's CASY Position: Q4 2025 in Review

Rise Advisors sold out of Casey's General Stores (CASY) in Q4 2025, closing a stake of 68 shares — an estimated $38.2K sold.

Rise Advisors first reported a position in CASY in Q1 2024 and held it in 7 quarters. The position peaked at $38.2K in Q3 2025. 865 funds tracked by Wall St. Rank hold CASY as of Q4 2025.

  • Rise Advisors reported no remaining Casey's General Stores position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 68 Casey's General Stores shares in Q4 2025, an estimated $38.2K.
  • Rise Advisors first reported a position in Casey's General Stores in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Casey's General Stores position peaked at $38.2K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.