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

Aprio 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 		$215K Sell
271
-17
-6% -$13.7K 0.01% 605
2026
Q1 		$210K Buy
+288
New +$188K 0.01% 590

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

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

Aprio Wealth Management reduced its Casey's General Stores (CASY) stake by 5.9% in Q2 2026, selling an estimated $13.7K and leaving 271 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #605.

Aprio Wealth Management first reported a position in CASY in Q1 2026 and has held it in 2 quarters since. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Aprio Wealth Management held 271 shares of Casey's General Stores worth $215K as of Q2 2026.
  • Aprio Wealth Management sold 17 Casey's General Stores shares in Q2 2026, an estimated $13.7K.
  • Casey's General Stores made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Aprio Wealth Management first reported a position in Casey's General Stores in Q1 2026 and has held it in 2 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.