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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
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 $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

Sagespring Wealth Partners's CASY Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Casey's General Stores (CASY) stake by 11% in Q1 2026, selling an estimated $69.7K and leaving 845 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #443.

Sagespring Wealth Partners first reported a position in CASY in Q1 2025 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Sagespring Wealth Partners held 845 shares of Casey's General Stores worth $615K as of Q1 2026.
  • Sagespring Wealth Partners sold 107 Casey's General Stores shares in Q1 2026, an estimated $69.7K.
  • Casey's General Stores made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #443 holding.
  • Sagespring Wealth Partners first reported a position in Casey's General Stores in Q1 2025 and has held it in 5 quarters since.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.