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

Clearstead 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 		$31.8K Buy
40
+6
+18% +$4.83K ﹤0.01% 1645
2026
Q1 		$24.7K Sell
34
-143
-81% -$93.2K ﹤0.01% 1406
2025
Q4 		$97.8K Buy
177
+56
+46% +$30.8K ﹤0.01% 1138
2025
Q3 		$68.4K Sell
121
-64
-35% -$33.5K ﹤0.01% 1169
2025
Q2 		$94.4K Buy
185
+65
+54% +$30K ﹤0.01% 1080
2025
Q1 		$52.1K Buy
120
+73
+155% +$29.9K ﹤0.01% 1164
2024
Q4 		$18.6K Sell
47
-19
-29% -$7.66K ﹤0.01% 1410
2024
Q3 		$24.8K Sell
66
-33
-33% -$12.3K ﹤0.01% 1368
2024
Q2 		$37.8K Buy
99
+54
+120% +$18K ﹤0.01% 1226
2024
Q1 		$15.3K Buy
45
+10
+29% +$2.92K ﹤0.01% 988
2023
Q4 		$9.62K Buy
35
+15
+75% +$4.1K ﹤0.01% 1067
2023
Q3 		$5.43K Hold
20
– – ﹤0.01% 1076
2023
Q2 		$4.88K Hold
20
– – ﹤0.01% 1053
2023
Q1 		$4.33K Buy
20
+10
+100% +$2.19K ﹤0.01% 1037
2022
Q4 		$2.24K Buy
+10
New +$2.28K ﹤0.01% 1072

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 $3.37T AUM 44.26% 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

Clearstead Advisors's CASY Position: Q2 2026 in Review

Clearstead Advisors increased its Casey's General Stores (CASY) stake by 18% in Q2 2026, buying an estimated $4.83K and bringing the position to 40 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Clearstead Advisors first reported a position in CASY in Q4 2022 and has held it in 15 quarters since. The position peaked at $97.8K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Clearstead Advisors held 40 shares of Casey's General Stores worth $31.8K as of Q2 2026.
  • Clearstead Advisors bought 6 Casey's General Stores shares in Q2 2026, an estimated $4.83K.
  • Casey's General Stores made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1645 holding.
  • Clearstead Advisors first reported a position in Casey's General Stores in Q4 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's Casey's General Stores position peaked at $97.8K in Q4 2025.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.