Dynasty Wealth Management’s Casey's General Stores CASY Stock Holding History

Dynasty 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	$1.36M	Sell	1,717 -61	-3%	-$49.1K	0.01%	163
2026 Q1	$1.29M	Sell	1,778 -41	-2%	-$26.7K	0.01%	156
2025 Q4	$1.01M	Buy	1,819 +99	+6%	+$54.5K	0.01%	182
2025 Q3	$972K	Buy	1,720 +150	+10%	+$78.5K	0.01%	165
2025 Q2	$801K	Sell	1,570 -314	-17%	-$145K	0.01%	148
2025 Q1	$818K	Sell	1,884 -18	-0.9%	-$7.38K	0.01%	162
2024 Q4	$754K	Buy	1,902 +2	+0.1%	+$806	0.01%	172
2024 Q3	$714K	Sell	1,900 -39	-2%	-$14.6K	0.02%	158
2024 Q2	$740K	Buy	1,939 +27	+1%	+$9.01K	0.02%	154
2024 Q1	$609K	Buy	+1,912	New	+$559K	0.02%	171

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dynasty Wealth Management's CASY Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Casey's General Stores (CASY) stake by 3.4% in Q2 2026, selling an estimated $49.1K and leaving 1,717 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #163.

Dynasty Wealth Management first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Dynasty Wealth Management held 1,717 shares of Casey's General Stores worth $1.36M as of Q2 2026.
Dynasty Wealth Management sold 61 Casey's General Stores shares in Q2 2026, an estimated $49.1K.
Casey's General Stores made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #163 holding.
Dynasty Wealth Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.