UBS Group
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UBS Group’s Casey's General Stores CASY Stock Holding History

UBS Group’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
Q2 		– Sell
-51,127
Closed -$22.2M – 10297
2025
Q1 		$22.2M Sell
51,127
-23
-0% -$9.43K ﹤0.01% 2210
2024
Q4 		$20.3M Buy
51,150
+25
+0% +$10.1K ﹤0.01% 2306
2024
Q3 		$19.2M Buy
51,125
+25
+0% +$9.35K ﹤0.01% 1866
2024
Q2 		$19.5M Buy
+51,100
New +$17.1M ﹤0.01% 1697
2017
Q4 		– Sell
-18,000
Closed -$1.97M – 7847
2017
Q3 		$1.97M Buy
+18,000
New +$1.91M ﹤0.01% 3138

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

UBS Group's CASY Position: Q1 2026 in Review

UBS Group increased its Casey's General Stores (CASY) stake by 3% in Q1 2026, buying an estimated $4.04M and bringing the position to 209,889 shares worth $153M. The position accounts for 0.02% of the portfolio, ranked #759.

UBS Group first reported a position in CASY in Q4 2014 and has held it in 46 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • UBS Group held 209,889 shares of Casey's General Stores worth $153M as of Q1 2026.
  • UBS Group bought 6,204 Casey's General Stores shares in Q1 2026, an estimated $4.04M.
  • Casey's General Stores made up 0.02% of UBS Group's portfolio in Q1 2026, its #759 holding.
  • UBS Group first reported a position in Casey's General Stores in Q4 2014 and has held it in 46 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.