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

Avior 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	$453K	Buy	570 +11	+2%	+$8.86K	0.01%	542
2026 Q1	$407K	Buy	559 +28	+5%	+$18.2K	0.01%	585
2025 Q4	$294K	Buy	531 +4	+0.8%	+$2.2K	0.01%	618
2025 Q3	$298K	Buy	527 +1	+0.2%	+$523	0.01%	592
2025 Q2	$269K	Hold	526	–	–	0.01%	598
2025 Q1	$228K	Buy	526 +121	+30%	+$49.6K	0.01%	621
2024 Q4	$161K	Buy	405 +1	+0.2%	+$403	0.01%	766
2024 Q3	$152K	Hold	404	–	–	0.01%	766
2024 Q2	$154K	Sell	404 -42	-9%	-$14K	0.01%	741
2024 Q1	$142K	Buy	446 +43	+11%	+$12.6K	0.01%	814
2023 Q4	$111K	Buy	403 +1	+0.2%	+$274	0.01%	601
2023 Q3	$109K	Hold	402	–	–	0.01%	611
2023 Q2	$98.1K	Buy	402 +46	+13%	+$10.4K	0.01%	632
2023 Q1	$77.2K	Sell	356 -160	-31%	-$35K	0.01%	683
2022 Q4	$116K	Buy	516 +1	+0.2%	+$228	0.01%	521
2022 Q3	$104K	Buy	515 +1	+0.2%	+$207	0.01%	519
2022 Q2	$95K	Hold	514	–	–	0.01%	495
2022 Q1	$101K	Buy	514 +1	+0.2%	+$188	0.01%	511
2021 Q4	$101K	Buy	513 +1	+0.2%	+$193	0.01%	497
2021 Q3	$96K	Hold	512	–	–	0.01%	493
2021 Q2	$99K	Hold	512	–	–	0.01%	469
2021 Q1	$110K	Buy	512 +1	+0.2%	+$200	0.01%	458
2020 Q4	$91K	Buy	511 +1	+0.2%	+$181	0.01%	451
2020 Q3	$90K	Buy	510 +150	+42%	+$25.3K	0.01%	459
2020 Q2	$53K	Buy	360 +200	+125%	+$30.1K	0.01%	485
2020 Q1	$21K	Hold	160	–	–	﹤0.01%	511
2019 Q4	$25K	Hold	160	–	–	﹤0.01%	513
2019 Q3	$25K	Hold	160	–	–	﹤0.01%	506
2019 Q2	$25K	Hold	160	–	–	﹤0.01%	501
2019 Q1	$20K	Hold	160	–	–	﹤0.01%	486
2018 Q4	$20K	Hold	160	–	–	﹤0.01%	522
2018 Q3	$21K	Hold	160	–	–	﹤0.01%	534
2018 Q2	$17K	Sell	160 -40	-20%	-$4.04K	﹤0.01%	553
2018 Q1	$22K	Hold	200	–	–	0.01%	535
2017 Q4	$22K	Buy	200 +40	+25%	+$4.58K	﹤0.01%	534
2017 Q3	$18K	Hold	160	–	–	0.01%	285
2017 Q2	$17K	Hold	160	–	–	0.01%	266
2017 Q1	$18K	Sell	160 -50	-24%	-$5.73K	0.01%	300
2016 Q4	$25K	Buy	210 +50	+31%	+$5.95K	0.01%	269
2016 Q3	$19K	Hold	160	–	–	0.01%	298
2016 Q2	$21K	Hold	160	–	–	0.01%	278
2016 Q1	$18K	Hold	160	–	–	0.01%	296
2015 Q4	$19K	Hold	160	–	–	0.01%	255
2015 Q3	$16K	Buy	160 +110	+220%	+$11.4K	0.01%	244
2015 Q2	$5K	Hold	50	–	–	﹤0.01%	308
2015 Q1	$5K	Buy	+50	New	+$4.5K	﹤0.01%	284

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

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

Avior Wealth Management increased its Casey's General Stores (CASY) stake by 2% in Q2 2026, buying an estimated $8.86K and bringing the position to 570 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #542.

Avior Wealth Management first reported a position in CASY in Q1 2015 and has held it in 46 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Avior Wealth Management held 570 shares of Casey's General Stores worth $453K as of Q2 2026.
Avior Wealth Management bought 11 Casey's General Stores shares in Q2 2026, an estimated $8.86K.
Casey's General Stores made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #542 holding.
Avior Wealth Management first reported a position in Casey's General Stores in Q1 2015 and has held it in 46 quarters since.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.