CBIZ Investment Advisory Services’s Casey's General Stores CASY Stock Holding History

CBIZ Investment Advisory Services’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	$12.4K	Hold	17	–	–	﹤0.01%	147
2026 Q1	$12.4K	Hold	17	–	–	﹤0.01%	147
2025 Q4	$9.4K	Hold	17	–	–	﹤0.01%	393
2025 Q3	$9.61K	Buy	17 +16	+1,600%	+$8.37K	﹤0.01%	347
2025 Q2	$510	Sell	1 -62	-98%	-$28.6K	﹤0.01%	648
2025 Q1	$27.4K	Hold	63	–	–	﹤0.01%	182
2024 Q4	$25K	Buy	63 +18	+40%	+$7.25K	﹤0.01%	187
2024 Q3	$16.9K	Sell	45 -5	-10%	-$1.87K	﹤0.01%	217
2024 Q2	$19.1K	Sell	50 -15	-23%	-$5.01K	﹤0.01%	170
2024 Q1	$20.7K	Buy	+65	New	+$19K	﹤0.01%	177

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

CBIZ Investment Advisory Services's CASY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Casey's General Stores (CASY) position steady in Q2 2026 at 17 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

CBIZ Investment Advisory Services first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.4K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

CBIZ Investment Advisory Services held 17 shares of Casey's General Stores worth $12.4K as of Q2 2026.
CBIZ Investment Advisory Services left its Casey's General Stores share count unchanged in Q2 2026.
Casey's General Stores made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #147 holding.
CBIZ Investment Advisory Services first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Casey's General Stores position peaked at $27.4K in Q1 2025.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.