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

HHM 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 		$22.3K Hold
28
– – ﹤0.01% 513
2026
Q1 		$20.4K Buy
+28
New +$18.2K ﹤0.01% 512
2025
Q3 		– Sell
-2
Closed -$1.02K – 865
2025
Q2 		$1.02K Hold
2
– – ﹤0.01% 810
2025
Q1 		$869 Hold
2
– – ﹤0.01% 849
2024
Q4 		$793 Buy
+2
New +$806 ﹤0.01% 876

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

HHM Wealth Advisors held its Casey's General Stores (CASY) position steady in Q2 2026 at 28 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

HHM Wealth Advisors first reported a position in CASY in Q4 2024 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • HHM Wealth Advisors held 28 shares of Casey's General Stores worth $22.3K as of Q2 2026.
  • HHM Wealth Advisors left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • HHM Wealth Advisors first reported a position in Casey's General Stores in Q4 2024 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.