Diversify Advisory Services’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$316K Sell
404
-403
-50% -$263K 0.05% 164
2025
Q4
$517K Sell
807
-34
-4% -$18.7K 0.02% 597
2025
Q3
$432K Buy
841
+13
+2% +$6.8K 0.01% 613
2025
Q2
$430K Buy
828
+352
+74% +$162K 0.02% 582
2025
Q1
$220K Buy
+476
New +$195K 0.01% 592
2024
Q4
Sell
-556
Closed -$217K 630
2024
Q3
$217K Sell
556
-370
-40% -$138K 0.01% 589
2024
Q2
$334K Sell
926
-1,138
-55% -$380K 0.02% 474
2024
Q1
$651K Buy
+2,064
New +$603K 0.04% 354

Other funds holding CASY

Diversify Advisory Services's CASY Position: Q1 2026 in Review

Diversify Advisory Services reduced its Casey's General Stores (CASY) stake by 50% in Q1 2026, selling an estimated $263K and leaving 404 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #164.

Diversify Advisory Services first reported a position in CASY in Q1 2024 and has held it in 8 quarters since. The position peaked at $651K in Q1 2024. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Diversify Advisory Services held 404 shares of Casey's General Stores worth $316K as of Q1 2026.
  • Diversify Advisory Services sold 403 Casey's General Stores shares in Q1 2026, an estimated $263K.
  • Casey's General Stores made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #164 holding.
  • Diversify Advisory Services first reported a position in Casey's General Stores in Q1 2024 and has held it in 8 quarters since.
  • Diversify Advisory Services's Casey's General Stores position peaked at $651K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.