Cornerstone Wealth Management’s Casey's General Stores CASY Stock Holding History

Cornerstone Wealth Management’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	$446K	Buy	561 +15	+3%	+$12.1K	0.02%	520
2026 Q1	$397K	Buy	546 +84	+18%	+$54.7K	0.02%	508
2025 Q4	$255K	Hold	462	–	–	0.01%	586
2025 Q3	$261K	Hold	462	–	–	0.01%	568
2025 Q2	$236K	Hold	462	–	–	0.01%	578
2025 Q1	$201K	Buy	+462	New	+$189K	0.01%	580
2019 Q2	–	Sell	-492	Closed	-$255K	–	382
2019 Q1	$255K	Buy	+492	New	+$64.3K	0.03%	429

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

Cornerstone Wealth Management's CASY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Casey's General Stores (CASY) stake by 2.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 561 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #520.

Cornerstone Wealth Management first reported a position in CASY in Q1 2019 and has held it in 7 quarters since. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Cornerstone Wealth Management held 561 shares of Casey's General Stores worth $446K as of Q2 2026.
Cornerstone Wealth Management bought 15 Casey's General Stores shares in Q2 2026, an estimated $12.1K.
Casey's General Stores made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #520 holding.
Cornerstone Wealth Management first reported a position in Casey's General Stores in Q1 2019 and has held it in 7 quarters since.
1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.