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
2018 Q4	–	Sell	-27,490	Closed	-$250K	–	446
2018 Q3	$250K	Sell	27,490 -24,198	-47%	-$2.78M	﹤0.01%	1126
2018 Q2	$499K	Buy	+51,688	New	+$5.23M	0.01%	1028

Other funds holding CASY

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 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 Q2 2018 and has held it in 9 quarters since. The position peaked at $499K in Q2 2018. 283 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 Q2 2018 and has held it in 9 quarters since.
Cornerstone Wealth Management's Casey's General Stores position peaked at $499K in Q2 2018.
283 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.