Sagespring Wealth Partners
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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
Q3 		$432K Sell
710
-30
-4% -$23.1K 0.01% 591
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Sagespring Wealth Partners's CASY Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Casey's General Stores (CASY) stake by 4.1% in Q3 2026, selling an estimated $23.1K and leaving 710 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #591.

Sagespring Wealth Partners first reported a position in CASY in Q1 2025 and has held it in 7 quarters since. The position peaked at $615K in Q1 2026. 856 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Sagespring Wealth Partners held 710 shares of Casey's General Stores worth $432K as of Q3 2026.
  • Sagespring Wealth Partners sold 30 Casey's General Stores shares in Q3 2026, an estimated $23.1K.
  • Casey's General Stores made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #591 holding.
  • Sagespring Wealth Partners first reported a position in Casey's General Stores in Q1 2025 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Casey's General Stores position peaked at $615K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.