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EP Wealth Advisors’s Casey's General Stores CASY Stock Holding History

EP Wealth Advisors’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 		$7.67M Sell
9,654
-996
-9% -$802K 0.03% 312
2026
Q1 		$7.75M Buy
10,650
+9,900
+1,320% +$6.45M 0.04% 246
2025
Q4 		$415K Buy
+750
New +$413K ﹤0.01% 965

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

EP Wealth Advisors's CASY Position: Q2 2026 in Review

EP Wealth Advisors reduced its Casey's General Stores (CASY) stake by 9.4% in Q2 2026, selling an estimated $802K and leaving 9,654 shares worth $7.67M. The position accounts for 0.03% of the portfolio, ranked #312.

EP Wealth Advisors first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.75M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • EP Wealth Advisors held 9,654 shares of Casey's General Stores worth $7.67M as of Q2 2026.
  • EP Wealth Advisors sold 996 Casey's General Stores shares in Q2 2026, an estimated $802K.
  • Casey's General Stores made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • EP Wealth Advisors first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Casey's General Stores position peaked at $7.75M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.