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Advisor OS’s Casey's General Stores CASY Stock Holding History

Advisor OS’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 		$1.5M Sell
1,881
-374
-17% -$301K 0.1% 146
2026
Q1 		$1.64M Sell
2,255
-426
-16% -$278K 0.12% 127
2025
Q4 		$1.48M Sell
2,681
-265
-9% -$146K 0.12% 117
2025
Q3 		$1.67M Buy
2,946
+815
+38% +$426K 0.14% 98
2025
Q2 		$1.09M Buy
2,131
+21
+1% +$9.68K 0.11% 133
2025
Q1 		$916K Buy
2,110
+79
+4% +$32.4K 0.1% 142
2024
Q4 		$805K Buy
2,031
+317
+18% +$128K 0.09% 147
2024
Q3 		$644K Buy
+1,714
New +$641K 0.06% 220

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

Advisor OS's CASY Position: Q2 2026 in Review

Advisor OS reduced its Casey's General Stores (CASY) stake by 17% in Q2 2026, selling an estimated $301K and leaving 1,881 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #146.

Advisor OS first reported a position in CASY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Advisor OS held 1,881 shares of Casey's General Stores worth $1.5M as of Q2 2026.
  • Advisor OS sold 374 Casey's General Stores shares in Q2 2026, an estimated $301K.
  • Casey's General Stores made up 0.1% of Advisor OS's portfolio in Q2 2026, its #146 holding.
  • Advisor OS first reported a position in Casey's General Stores in Q3 2024 and has held it in 8 quarters since.
  • Advisor OS's Casey's General Stores position peaked at $1.67M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.