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

Centerpoint 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	$6K	Sell	8 -18	-69%	-$14.5K	﹤0.01%	361
2026 Q1	$19K	Sell	26 -10	-28%	-$6.51K	0.01%	246
2025 Q4	$20K	Hold	36	–	–	0.01%	248
2025 Q3	$20K	Sell	36 -13	-27%	-$6.8K	0.01%	248
2025 Q2	$25K	Sell	49 -8	-14%	-$3.69K	0.01%	209
2025 Q1	$25K	Hold	57	–	–	0.01%	213
2024 Q4	$23K	Hold	57	–	–	0.01%	240
2024 Q3	$21K	Hold	57	–	–	0.01%	259
2024 Q2	$22K	Sell	57 -20	-26%	-$6.67K	0.01%	244
2024 Q1	$25K	Hold	77	–	–	0.01%	217
2023 Q4	$21K	Hold	77	–	–	0.01%	224
2023 Q3	$21K	Sell	77 -1	-1%	-$253	0.01%	218
2023 Q2	$19K	Hold	78	–	–	0.01%	257
2023 Q1	$17K	Hold	78	–	–	0.01%	281
2022 Q4	$17K	Buy	+78	New	+$17.8K	0.01%	220
2018 Q3	–	Sell	-23	Closed	-$2K	–	255
2018 Q2	$2K	Buy	+23	New	+$2.33K	﹤0.01%	289

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

Centerpoint Advisors's CASY Position: Q2 2026 in Review

Centerpoint Advisors reduced its Casey's General Stores (CASY) stake by 69% in Q2 2026, selling an estimated $14.5K and leaving 8 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Centerpoint Advisors first reported a position in CASY in Q2 2018 and has held it in 16 quarters since. The position peaked at $25K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Centerpoint Advisors held 8 shares of Casey's General Stores worth $6K as of Q2 2026.
Centerpoint Advisors sold 18 Casey's General Stores shares in Q2 2026, an estimated $14.5K.
Casey's General Stores made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #361 holding.
Centerpoint Advisors first reported a position in Casey's General Stores in Q2 2018 and has held it in 16 quarters since.
Centerpoint Advisors's Casey's General Stores position peaked at $25K in Q2 2025.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.