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Aaron Wealth Advisors’s Casey's General Stores CASY Stock Holding History

Aaron Wealth Advisors’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
Q2 		$1.75M Sell
2,199
-116
-5% -$93.5K 0.09% 147
2026
Q1 		$1.68M Sell
2,315
-1,013
-30% -$660K 0.1% 130
2025
Q4 		$1.84M Buy
3,328
+2,095
+170% +$1.15M 0.1% 139
2025
Q3 		$697K Buy
+1,233
New +$645K 0.04% 321

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aaron Wealth Advisors's CASY Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Casey's General Stores (CASY) stake by 5% in Q2 2026, selling an estimated $93.5K and leaving 2,199 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #147.

Aaron Wealth Advisors first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2025. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Aaron Wealth Advisors held 2,199 shares of Casey's General Stores worth $1.75M as of Q2 2026.
  • Aaron Wealth Advisors sold 116 Casey's General Stores shares in Q2 2026, an estimated $93.5K.
  • Casey's General Stores made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Aaron Wealth Advisors first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Casey's General Stores position peaked at $1.84M in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.