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Sagespring Wealth Partners’s Casey's General Stores CASY Stock Holding History

Sagespring Wealth Partners’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
Q2 		$588K Sell
740
-105
-12% -$84.6K 0.01% 486
2026
Q1 		$615K Sell
845
-107
-11% -$69.7K 0.01% 443
2025
Q4 		$526K Buy
952
+411
+76% +$226K 0.01% 458
2025
Q3 		$306K Buy
541
+22
+4% +$11.5K 0.01% 603
2025
Q2 		$265K Buy
519
+53
+11% +$24.4K 0.01% 616
2025
Q1 		$202K Buy
+466
New +$191K 0.01% 634

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sagespring Wealth Partners's CASY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Casey's General Stores (CASY) stake by 12% in Q2 2026, selling an estimated $84.6K and leaving 740 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #486.

Sagespring Wealth Partners first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. The position peaked at $615K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Sagespring Wealth Partners held 740 shares of Casey's General Stores worth $588K as of Q2 2026.
  • Sagespring Wealth Partners sold 105 Casey's General Stores shares in Q2 2026, an estimated $84.6K.
  • Casey's General Stores made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #486 holding.
  • Sagespring Wealth Partners first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Casey's General Stores position peaked at $615K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.