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Cyndeo Wealth Partners’s Casey's General Stores CASY Stock Holding History

Cyndeo Wealth Partners’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 		$1.94M Sell
2,446
-296
-11% -$238K 0.09% 191
2026
Q1 		$2M Buy
2,742
+2
+0.1% +$1.3K 0.11% 170
2025
Q4 		$1.51M Buy
2,740
+1
+0% +$550 0.08% 196
2025
Q3 		$1.55M Sell
2,739
-2
-0.1% -$1.05K 0.09% 185
2025
Q2 		$1.4M Hold
2,741
– – 0.08% 192
2025
Q1 		$1.19M Buy
2,741
+11
+0.4% +$4.51K 0.08% 193
2024
Q4 		$1.08M Buy
2,730
+14
+0.5% +$5.64K 0.07% 206
2024
Q3 		$1.02M Sell
2,716
-10
-0.4% -$3.74K 0.07% 211
2024
Q2 		$1.04M Sell
2,726
-8
-0.3% -$2.67K 0.08% 207
2024
Q1 		$871K Hold
2,734
– – 0.07% 210
2023
Q4 		$751K Hold
2,734
– – 0.07% 214
2023
Q3 		$742K Buy
2,734
+2
+0.1% +$507 0.08% 192
2023
Q2 		$666K Buy
2,732
+15
+0.6% +$3.4K 0.07% 196
2023
Q1 		$588K Buy
2,717
+35
+1% +$7.65K 0.06% 205
2022
Q4 		$602K Buy
+2,682
New +$611K 0.07% 198

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cyndeo Wealth Partners's CASY Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Casey's General Stores (CASY) stake by 11% in Q2 2026, selling an estimated $238K and leaving 2,446 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #191.

Cyndeo Wealth Partners first reported a position in CASY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q1 2026. 203 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Cyndeo Wealth Partners held 2,446 shares of Casey's General Stores worth $1.94M as of Q2 2026.
  • Cyndeo Wealth Partners sold 296 Casey's General Stores shares in Q2 2026, an estimated $238K.
  • Casey's General Stores made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #191 holding.
  • Cyndeo Wealth Partners first reported a position in Casey's General Stores in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Casey's General Stores position peaked at $2M in Q1 2026.
  • 203 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.