IWA
CASY icon

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

Icon 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 		$380K Sell
478
-5
-1% -$4.03K 0.02% 310
2026
Q1 		$377K Sell
483
-44
-8% -$28.7K 0.02% 290
2025
Q4 		$291K Sell
527
-36
-6% -$19.8K 0.02% 327
2025
Q3 		$318K Buy
563
+77
+16% +$40.3K 0.02% 308
2025
Q2 		$248K Hold
486
– – 0.02% 339
2025
Q1 		$211K Buy
+486
New +$199K 0.02% 342

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

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

Icon Wealth Advisors reduced its Casey's General Stores (CASY) stake by 1% in Q2 2026, selling an estimated $4.03K and leaving 478 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #310.

Icon Wealth Advisors first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Icon Wealth Advisors held 478 shares of Casey's General Stores worth $380K as of Q2 2026.
  • Icon Wealth Advisors sold 5 Casey's General Stores shares in Q2 2026, an estimated $4.03K.
  • Casey's General Stores made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #310 holding.
  • Icon Wealth Advisors first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.