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

Focus Partners Wealth’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 		$9.3M Sell
11,700
-2,536
-18% -$2.04M 0.01% 744
2026
Q1 		$10.4M Sell
14,236
-2,820
-17% -$1.84M 0.01% 706
2025
Q4 		$9.43M Buy
17,056
+4,019
+31% +$2.21M 0.01% 719
2025
Q3 		$7.3M Sell
13,037
-430
-3% -$225K 0.01% 645
2025
Q2 		$6.87M Sell
13,467
-5,208
-28% -$2.4M 0.01% 584
2025
Q1 		$8.11M Sell
18,675
-276
-1% -$113K 0.02% 513
2024
Q4 		$7.51M Buy
18,951
+1,167
+7% +$470K 0.02% 527
2024
Q3 		$6.68M Sell
17,784
-17,174
-49% -$6.42M 0.02% 491
2024
Q2 		$13.3M Buy
34,958
+17,584
+101% +$5.87M 0.04% 311
2024
Q1 		$5.53M Buy
17,374
+1,734
+11% +$507K 0.04% 307
2023
Q4 		$4.3M Buy
+15,640
New +$4.28M 0.06% 251

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

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

Focus Partners Wealth reduced its Casey's General Stores (CASY) stake by 18% in Q2 2026, selling an estimated $2.04M and leaving 11,700 shares worth $9.3M. The position accounts for 0.01% of the portfolio, ranked #744.

Focus Partners Wealth first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q2 2024. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Focus Partners Wealth held 11,700 shares of Casey's General Stores worth $9.3M as of Q2 2026.
  • Focus Partners Wealth sold 2,536 Casey's General Stores shares in Q2 2026, an estimated $2.04M.
  • Casey's General Stores made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #744 holding.
  • Focus Partners Wealth first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Casey's General Stores position peaked at $13.3M in Q2 2024.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

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