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 Q3	$349K	Buy	574 +13	+2%	+$10K	0.01%	569
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return

Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Wealth Management's CASY Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Casey's General Stores (CASY) stake by 2.3% in Q3 2026, buying an estimated $10K and bringing the position to 574 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #569.

Cornerstone Wealth Management first reported a position in CASY in Q1 2019 and has held it in 8 quarters since. The position peaked at $446K in Q2 2026. 631 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Cornerstone Wealth Management held 574 shares of Casey's General Stores worth $349K as of Q3 2026.
Cornerstone Wealth Management bought 13 Casey's General Stores shares in Q3 2026, an estimated $10K.
Casey's General Stores made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #569 holding.
Cornerstone Wealth Management first reported a position in Casey's General Stores in Q1 2019 and has held it in 8 quarters since.
Cornerstone Wealth Management's Casey's General Stores position peaked at $446K in Q2 2026.
631 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.