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

Accurate 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 		– Sell
-850
Closed -$628K – 583
2026
Q1 		$628K Buy
850
+26
+3% +$16.9K 0.08% 266
2025
Q4 		$489K Buy
824
+51
+7% +$28.1K 0.06% 304
2025
Q3 		$434K Buy
773
+46
+6% +$24.1K 0.06% 317
2025
Q2 		$381K Buy
727
+27
+4% +$12.4K 0.06% 312
2025
Q1 		$320K Sell
700
-3
-0.4% -$1.23K 0.06% 269
2024
Q4 		$271K Buy
703
+124
+21% +$50K 0.05% 312
2024
Q3 		$225K Buy
+579
New +$217K 0.05% 343
2023
Q1 		– Sell
-11
Closed -$2.41K – 422
2022
Q4 		$2.41K Buy
+11
New +$2.5K ﹤0.01% 1168

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

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

Accurate Wealth Management sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 850 shares — an estimated $628K sold.

Accurate Wealth Management first reported a position in CASY in Q4 2022 and held it in 8 quarters. The position peaked at $628K in Q1 2026. 358 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Accurate Wealth Management reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 850 Casey's General Stores shares in Q2 2026, an estimated $628K.
  • Accurate Wealth Management first reported a position in Casey's General Stores in Q4 2022 and held it in 8 quarters.
  • Accurate Wealth Management's Casey's General Stores position peaked at $628K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.