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Fulcrum Equity Management’s Casey's General Stores CASY Stock Holding History

Fulcrum Equity 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
Q2 		– Sell
-292
Closed -$213K – 148
2026
Q1 		$213K Buy
+292
New +$190K 0.21% 121

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Vanguard Portfolio Management
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State Street
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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

Fulcrum Equity Management's CASY Position: Q2 2026 in Review

Fulcrum Equity Management sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 292 shares — an estimated $213K sold.

Fulcrum Equity Management first reported a position in CASY in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Fulcrum Equity Management reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Equity Management sold 292 Casey's General Stores shares in Q2 2026, an estimated $213K.
  • Fulcrum Equity Management first reported a position in Casey's General Stores in Q1 2026 and held it in 1 quarter.
  • Fulcrum Equity Management's Casey's General Stores position peaked at $213K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.