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Bellwether Advisors’s Casey's General Stores CASY Stock Holding History

Bellwether 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
Q2 		– Sell
-2,148
Closed -$1.56M – 171
2026
Q1 		$1.56M Buy
+2,148
New +$1.4M 0.26% 84
2025
Q3 		– Sell
-27
Closed -$13.8K – 203
2025
Q2 		$13.8K Hold
27
– – ﹤0.01% 338
2025
Q1 		$11.7K Hold
27
– – ﹤0.01% 312
2024
Q4 		$10.7K Buy
+27
New +$10.9K ﹤0.01% 334

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 $3.38T AUM 44.17% 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

Bellwether Advisors's CASY Position: Q2 2026 in Review

Bellwether Advisors sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 2,148 shares — an estimated $1.56M sold.

Bellwether Advisors first reported a position in CASY in Q4 2024 and held it in 4 quarters. The position peaked at $1.56M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Bellwether Advisors reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • Bellwether Advisors sold 2,148 Casey's General Stores shares in Q2 2026, an estimated $1.56M.
  • Bellwether Advisors first reported a position in Casey's General Stores in Q4 2024 and held it in 4 quarters.
  • Bellwether Advisors's Casey's General Stores position peaked at $1.56M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.