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Wealthspire Advisors (New York)’s Casey's General Stores CASY Stock Holding History

Wealthspire Advisors (New York)’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 		$304K Sell
418
-349
-46% -$227K ﹤0.01% 717
2025
Q4 		$424K Buy
767
+588
+328% +$324K ﹤0.01% 667
2025
Q3 		$101K Buy
+179
New +$93.6K ﹤0.01% 1009

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s CASY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Casey's General Stores (CASY) stake by 46% in Q1 2026, selling an estimated $227K and leaving 418 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Wealthspire Advisors (New York) first reported a position in CASY in Q3 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 961 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Wealthspire Advisors (New York) held 418 shares of Casey's General Stores worth $304K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 349 Casey's General Stores shares in Q1 2026, an estimated $227K.
  • Casey's General Stores made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #717 holding.
  • Wealthspire Advisors (New York) first reported a position in Casey's General Stores in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Casey's General Stores position peaked at $424K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.