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HB Wealth Management’s Casey's General Stores CASY Stock Holding History

HB Wealth 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 		$834K Buy
1,049
+93
+10% +$74.9K ﹤0.01% 826
2026
Q1 		$696K Buy
956
+81
+9% +$52.8K ﹤0.01% 823
2025
Q4 		$484K Buy
875
+36
+4% +$19.8K ﹤0.01% 918
2025
Q3 		$474K Buy
839
+58
+7% +$30.3K ﹤0.01% 885
2025
Q2 		$399K Sell
781
-137
-15% -$63.1K ﹤0.01% 828
2025
Q1 		$398K Buy
918
+285
+45% +$117K ﹤0.01% 844
2024
Q4 		$251K Buy
+633
New +$255K ﹤0.01% 880

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

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

HB Wealth Management increased its Casey's General Stores (CASY) stake by 9.7% in Q2 2026, buying an estimated $74.9K and bringing the position to 1,049 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

HB Wealth Management first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • HB Wealth Management held 1,049 shares of Casey's General Stores worth $834K as of Q2 2026.
  • HB Wealth Management bought 93 Casey's General Stores shares in Q2 2026, an estimated $74.9K.
  • Casey's General Stores made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #826 holding.
  • HB Wealth Management first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.