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

Elevation 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 		$23K Buy
29
+13
+81% +$10.5K 0.01% 542
2026
Q1 		$11.6K Buy
16
+3
+23% +$1.95K ﹤0.01% 482
2025
Q4 		$7.19K Buy
+13
New +$7.15K ﹤0.01% 546
2024
Q3 		– Sell
-13
Closed -$4.96K – 491
2024
Q2 		$4.96K Buy
+13
New +$4.34K ﹤0.01% 384

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Elevation Wealth Partners increased its Casey's General Stores (CASY) stake by 81% in Q2 2026, buying an estimated $10.5K and bringing the position to 29 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #542.

Elevation Wealth Partners first reported a position in CASY in Q2 2024 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Elevation Wealth Partners held 29 shares of Casey's General Stores worth $23K as of Q2 2026.
  • Elevation Wealth Partners bought 13 Casey's General Stores shares in Q2 2026, an estimated $10.5K.
  • Casey's General Stores made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #542 holding.
  • Elevation Wealth Partners first reported a position in Casey's General Stores in Q2 2024 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.