CW
CASY icon

CreativeOne Wealth’s Casey's General Stores CASY Stock Holding History

CreativeOne Wealth’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
Q1 		$1.32M Buy
1,811
+19
+1% +$12.4K 0.03% 477
2025
Q4 		$991K Sell
1,792
-4
-0.2% -$2.2K 0.02% 561
2025
Q3 		$1.02M Buy
1,796
+218
+14% +$114K 0.02% 545
2025
Q2 		$805K Buy
1,578
+176
+13% +$81.1K 0.02% 601
2025
Q1 		$609K Buy
1,402
+140
+11% +$57.4K 0.02% 626
2024
Q4 		$500K Buy
1,262
+260
+26% +$105K 0.02% 693
2024
Q3 		$376K Buy
1,002
+435
+77% +$163K 0.01% 718
2024
Q2 		$216K Sell
567
-230
-29% -$76.8K 0.01% 707
2024
Q1 		$253K Buy
+797
New +$233K 0.01% 769

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CreativeOne Wealth's CASY Position: Q1 2026 in Review

CreativeOne Wealth increased its Casey's General Stores (CASY) stake by 1.1% in Q1 2026, buying an estimated $12.4K and bringing the position to 1,811 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #477.

CreativeOne Wealth first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • CreativeOne Wealth held 1,811 shares of Casey's General Stores worth $1.32M as of Q1 2026.
  • CreativeOne Wealth bought 19 Casey's General Stores shares in Q1 2026, an estimated $12.4K.
  • Casey's General Stores made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #477 holding.
  • CreativeOne Wealth first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.