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Tred Avon Family Wealth’s Casey's General Stores CASY Stock Holding History

Tred Avon Family Wealth’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 		$290K Sell
398
-229
-37% -$149K 0.1% 224
2025
Q4 		$347K Buy
+627
New +$345K 0.11% 198

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

Tred Avon Family Wealth's CASY Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Casey's General Stores (CASY) stake by 37% in Q1 2026, selling an estimated $149K and leaving 398 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #224.

Tred Avon Family Wealth first reported a position in CASY in Q4 2025 and has held it in 2 quarters since. The position peaked at $347K in Q4 2025. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Tred Avon Family Wealth held 398 shares of Casey's General Stores worth $290K as of Q1 2026.
  • Tred Avon Family Wealth sold 229 Casey's General Stores shares in Q1 2026, an estimated $149K.
  • Casey's General Stores made up 0.1% of Tred Avon Family Wealth's portfolio in Q1 2026, its #224 holding.
  • Tred Avon Family Wealth first reported a position in Casey's General Stores in Q4 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's Casey's General Stores position peaked at $347K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.