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Accel Wealth Management’s Casey's General Stores CASY Stock Holding History

Accel Wealth Management’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 		$396K Sell
498
-451
-48% -$363K 0.09% 187
2026
Q1 		$691K Hold
949
– – 0.18% 123
2025
Q4 		$525K Buy
949
+84
+10% +$46.2K 0.14% 142
2025
Q3 		$489K Buy
865
+25
+3% +$13.1K 0.14% 148
2025
Q2 		$429K Buy
840
+69
+9% +$31.8K 0.14% 155
2025
Q1 		$335K Hold
771
– – 0.12% 177
2024
Q4 		$305K Hold
771
– – 0.12% 185
2024
Q3 		$290K Buy
771
+30
+4% +$11.2K 0.11% 189
2024
Q2 		$283K Hold
741
– – 0.11% 175
2024
Q1 		$236K Buy
+741
New +$216K 0.1% 187
2023
Q2 		– Sell
-322
Closed -$69.7K – 264
2023
Q1 		$69.7K Buy
322
+4
+1% +$875 0.03% 403
2022
Q4 		$71.3K Buy
318
+38
+14% +$8.65K 0.03% 299
2022
Q3 		$57K Hold
280
– – 0.03% 338
2022
Q2 		$56K Hold
280
– – 0.03% 326
2022
Q1 		$56K Sell
280
-25
-8% -$4.7K 0.03% 348
2021
Q4 		$60K Buy
305
+125
+69% +$24.2K 0.03% 348
2021
Q3 		$34K Sell
180
-25
-12% -$4.9K 0.02% 389
2021
Q2 		$40K Buy
205
+25
+14% +$5.38K 0.03% 379
2021
Q1 		$39K Hold
180
– – 0.03% 360
2020
Q4 		$32K Buy
+180
New +$32.6K 0.03% 390

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Accel Wealth Management's CASY Position: Q2 2026 in Review

Accel Wealth Management reduced its Casey's General Stores (CASY) stake by 48% in Q2 2026, selling an estimated $363K and leaving 498 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #187.

Accel Wealth Management first reported a position in CASY in Q4 2020 and has held it in 20 quarters since. The position peaked at $691K in Q1 2026. 220 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Accel Wealth Management held 498 shares of Casey's General Stores worth $396K as of Q2 2026.
  • Accel Wealth Management sold 451 Casey's General Stores shares in Q2 2026, an estimated $363K.
  • Casey's General Stores made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Accel Wealth Management first reported a position in Casey's General Stores in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's Casey's General Stores position peaked at $691K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.