DWM
CASY icon

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
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
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

Dynasty Wealth Management's CASY Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Casey's General Stores (CASY) stake by 2.3% in Q1 2026, selling an estimated $26.7K and leaving 1,778 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #156.

Dynasty Wealth Management 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.

  • Dynasty Wealth Management held 1,778 shares of Casey's General Stores worth $1.29M as of Q1 2026.
  • Dynasty Wealth Management sold 41 Casey's General Stores shares in Q1 2026, an estimated $26.7K.
  • Casey's General Stores made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.