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

AE 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's CASY Position: Q1 2026 in Review

AE Wealth Management increased its Casey's General Stores (CASY) stake by 20% in Q1 2026, buying an estimated $398K and bringing the position to 3,613 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #568.

AE Wealth Management first reported a position in CASY in Q4 2018 and has held it in 30 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • AE Wealth Management held 3,613 shares of Casey's General Stores worth $2.63M as of Q1 2026.
  • AE Wealth Management bought 611 Casey's General Stores shares in Q1 2026, an estimated $398K.
  • Casey's General Stores made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #568 holding.
  • AE Wealth Management first reported a position in Casey's General Stores in Q4 2018 and has held it in 30 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.