Empirical Wealth Management’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
Q2
$726K Sell
914
-104
-10% -$83.8K 0.01% 514
2026
Q1
$741K Buy
1,018
+153
+18% +$99.7K 0.01% 426
2025
Q4
$478K Buy
+865
New +$476K 0.01% 530

Other funds holding CASY

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

Empirical Wealth Management reduced its Casey's General Stores (CASY) stake by 10% in Q2 2026, selling an estimated $83.8K and leaving 914 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #514.

Empirical Wealth Management first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. The position peaked at $741K in Q1 2026. 738 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Empirical Wealth Management held 914 shares of Casey's General Stores worth $726K as of Q2 2026.
  • Empirical Wealth Management sold 104 Casey's General Stores shares in Q2 2026, an estimated $83.8K.
  • Casey's General Stores made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Empirical Wealth Management first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Casey's General Stores position peaked at $741K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.