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Arkadios Wealth Advisors’s Casey's General Stores CASY Stock Holding History

Arkadios Wealth Advisors’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 		$695K Buy
+955
New +$622K 0.01% 952
2025
Q4 		– Sell
-457
Closed -$258K – 1582
2025
Q3 		$258K Buy
+457
New +$239K 0.01% 1216

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

Arkadios Wealth Advisors's CASY Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Casey's General Stores (CASY) in Q1 2026: 955 shares worth $695K. The stake represents 0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in CASY as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in CASY in Q3 2025 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Arkadios Wealth Advisors held 955 shares of Casey's General Stores worth $695K as of Q1 2026.
  • Casey's General Stores was a new Arkadios Wealth Advisors position in Q1 2026.
  • Casey's General Stores made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #952 holding.
  • Arkadios Wealth Advisors first reported a position in Casey's General Stores in Q3 2025 and has held it in 2 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.