Avion Wealth’s Casey's General Stores CASY Stock Holding History

Avion Wealth’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	$5K	Buy	7 +3	+75%	+$2.42K	﹤0.01%	778
2026 Q1	$2K	Hold	4	–	–	﹤0.01%	846
2025 Q4	$2K	Buy	4 +1	+33%	+$550	﹤0.01%	846
2025 Q3	$1K	Buy	3 +2	+200%	+$1.05K	﹤0.01%	962
2025 Q2	$0	Hold	1	–	–	﹤0.01%	1212
2025 Q1	$0	Buy	+1	New	+$410	﹤0.01%	1049
2024 Q4	–	Sell	-1	Closed	–	–	1032
2024 Q3	$0	Hold	1	–	–	﹤0.01%	1033
2024 Q2	$0	Buy	+1	New	+$334	﹤0.01%	944
2023 Q2	–	Sell	-4	Closed	–	–	741
2023 Q1	$0	Buy	+4	New	+$875	﹤0.01%	557

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avion Wealth's CASY Position: Q2 2026 in Review

Avion Wealth increased its Casey's General Stores (CASY) stake by 75% in Q2 2026, buying an estimated $2.42K and bringing the position to 7 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Avion Wealth first reported a position in CASY in Q1 2023 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Avion Wealth held 7 shares of Casey's General Stores worth $5K as of Q2 2026.
Avion Wealth bought 3 Casey's General Stores shares in Q2 2026, an estimated $2.42K.
Casey's General Stores made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #778 holding.
Avion Wealth first reported a position in Casey's General Stores in Q1 2023 and has held it in 9 quarters since.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.