Blue Bell Private Wealth Management’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$751K Sell
945
-39
-4% -$31.4K 0.09% 139
2026
Q1
$716K Hold
984
0.1% 132
2025
Q4
$544K Sell
984
-3
-0.3% -$1.65K 0.08% 148
2025
Q3
$558K Buy
+987
New +$516K 0.08% 142

Other funds holding CASY

Blue Bell Private Wealth Management's CASY Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Casey's General Stores (CASY) stake by 4% in Q2 2026, selling an estimated $31.4K and leaving 945 shares worth $751K. The position accounts for 0.09% of the portfolio, ranked #139.

Blue Bell Private Wealth Management first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Blue Bell Private Wealth Management held 945 shares of Casey's General Stores worth $751K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 39 Casey's General Stores shares in Q2 2026, an estimated $31.4K.
  • Casey's General Stores made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Blue Bell Private Wealth Management first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.