Envestnet Portfolio Solutions, Inc.
Position in CASY — Caseys General Stores Inc
CIK 1998033
BERWYN, PA
Position in CASY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,684,160
+$569,079 QoQ
Shares Held
2,119
+38.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#478
of 1,081 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $5,312,737 across 4 Specialty Retail names. CASY ranks #1 (31.7% of the industry book) .
All Filings in CASY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684,160 | 2,119 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,115,081 | 1,532 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $884,336 | 1,600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $858,721 | 1,519 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,609,901 | 3,155 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,311,753 | 9,934 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,188,943 | 10,572 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,525,286 | 9,383 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,068,368 | 2,800 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $495,189 | 1,555 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $442,056 | 1,609 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $390,445 | 1,438 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||