AE Wealth Management’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.78M | Sell |
3,501
-112
| -3% | -$90.2K | 0.01% | 570 |
|
|
2026
Q1 | $2.63M | Buy |
3,613
+611
| +20% | +$398K | 0.01% | 568 |
|
|
2025
Q4 | $1.66M | Buy |
3,002
+428
| +17% | +$236K | 0.01% | 660 |
|
|
2025
Q3 | $1.46M | Buy |
2,574
+1,162
| +82% | +$608K | 0.01% | 650 |
|
|
2025
Q2 | $721K | Buy |
1,412
+251
| +22% | +$116K | 0.01% | 811 |
|
|
2025
Q1 | $504K | Sell |
1,161
-432
| -27% | -$177K | ﹤0.01% | 921 |
|
|
2024
Q4 | $631K | Hold |
1,593
| – | – | 0.01% | 832 |
|
|
2024
Q3 | $599K | Buy |
1,593
+652
| +69% | +$244K | 0.01% | 832 |
|
|
2024
Q2 | $359K | Buy |
941
+198
| +27% | +$66.1K | ﹤0.01% | 980 |
|
|
2024
Q1 | $237K | Sell |
743
-5,208
| -88% | -$1.52M | ﹤0.01% | 1040 |
|
|
2023
Q4 | $1.64M | Buy |
5,951
+1,949
| +49% | +$533K | 0.01% | 969 |
|
|
2023
Q3 | $1.09M | Buy |
4,002
+238
| +6% | +$60.3K | 0.01% | 1063 |
|
|
2023
Q2 | $918K | Buy |
3,764
+126
| +3% | +$28.6K | 0.01% | 1119 |
|
|
2023
Q1 | $788K | Buy |
3,638
+31
| +0.9% | +$6.78K | 0.01% | 1143 |
|
|
2022
Q4 | $809K | Sell |
3,607
-14
| -0.4% | -$3.19K | 0.01% | 1073 |
|
|
2022
Q3 | $733K | Sell |
3,621
-391
| -10% | -$81K | 0.01% | 1070 |
|
|
2022
Q2 | $742K | Buy |
4,012
+89
| +2% | +$17.9K | 0.01% | 999 |
|
|
2022
Q1 | $777K | Buy |
3,923
+143
| +4% | +$26.9K | 0.01% | 1023 |
|
|
2021
Q4 | $746K | Buy |
3,780
+115
| +3% | +$22.2K | 0.01% | 1072 |
|
|
2021
Q3 | $691K | Buy |
3,665
+48
| +1% | +$9.42K | 0.01% | 1012 |
|
|
2021
Q2 | $704K | Buy |
3,617
+130
| +4% | +$28K | 0.01% | 986 |
|
|
2021
Q1 | $754K | Sell |
3,487
-52
| -1% | -$10.4K | 0.01% | 867 |
|
|
2020
Q4 | $632K | Sell |
3,539
-4
| -0.1% | -$726 | 0.01% | 880 |
|
|
2020
Q3 | $629K | Sell |
3,543
-82
| -2% | -$13.9K | 0.01% | 790 |
|
|
2020
Q2 | $542K | Sell |
3,625
-16
| -0.4% | -$2.41K | 0.01% | 846 |
|
|
2020
Q1 | $482K | Sell |
3,641
-131
| -3% | -$21.2K | 0.01% | 698 |
|
|
2019
Q4 | $600K | Sell |
3,772
-109
| -3% | -$18K | 0.01% | 676 |
|
|
2019
Q3 | $626K | Buy |
3,881
+258
| +7% | +$42.5K | 0.02% | 563 |
|
|
2019
Q2 | $565K | Sell |
3,623
-6,697
| -65% | -$914K | 0.02% | 552 |
|
|
2019
Q1 | $1.33M | Buy |
10,320
+1,294
| +14% | +$169K | 0.09% | 176 |
|
|
2018
Q4 | $1.16M | Buy |
+9,026
| New | +$1.15M | 0.2% | 130 |
|
Other funds holding CASY
AE Wealth Management's CASY Position: Q2 2026 in Review
AE Wealth Management reduced its Casey's General Stores (CASY) stake by 3.1% in Q2 2026, selling an estimated $90.2K and leaving 3,501 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #570.
AE Wealth Management first reported a position in CASY in Q4 2018 and has held it in 31 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.
- AE Wealth Management held 3,501 shares of Casey's General Stores worth $2.78M as of Q2 2026.
- AE Wealth Management sold 112 Casey's General Stores shares in Q2 2026, an estimated $90.2K.
- Casey's General Stores made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #570 holding.
- AE Wealth Management first reported a position in Casey's General Stores in Q4 2018 and has held it in 31 quarters since.
- 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.