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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's CASY Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Casey's General Stores (CASY) stake by 8.3% in Q1 2026, selling an estimated $28.7K and leaving 483 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #290.

Icon Wealth Advisors first reported a position in CASY in Q1 2025 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Icon Wealth Advisors held 483 shares of Casey's General Stores worth $377K as of Q1 2026.
  • Icon Wealth Advisors sold 44 Casey's General Stores shares in Q1 2026, an estimated $28.7K.
  • Casey's General Stores made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #290 holding.
  • Icon Wealth Advisors first reported a position in Casey's General Stores in Q1 2025 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.