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IEQ Capital’s Casey's General Stores CASY Stock Holding History

IEQ Capital’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 		$5.56M Buy
7,640
+8
+0.1% +$5.21K 0.03% 486
2025
Q4 		$4.22M Sell
7,632
-29
-0.4% -$16K 0.01% 567
2025
Q3 		$4.33M Buy
7,661
+170
+2% +$88.9K 0.01% 522
2025
Q2 		$3.82M Buy
7,491
+203
+3% +$93.5K 0.02% 488
2025
Q1 		$3.16M Sell
7,288
-4,679
-39% -$1.92M 0.03% 465
2024
Q4 		$4.74M Sell
11,967
-1
-0% -$403 0.05% 280
2024
Q3 		$4.5M Buy
11,968
+548
+5% +$205K 0.06% 211
2024
Q2 		$4.36M Buy
+11,420
New +$3.81M 0.06% 204

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

IEQ Capital's CASY Position: Q1 2026 in Review

IEQ Capital increased its Casey's General Stores (CASY) stake by 0.1% in Q1 2026, buying an estimated $5.21K and bringing the position to 7,640 shares worth $5.56M. The position accounts for 0.03% of the portfolio, ranked #486.

IEQ Capital first reported a position in CASY in Q2 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • IEQ Capital held 7,640 shares of Casey's General Stores worth $5.56M as of Q1 2026.
  • IEQ Capital bought 8 Casey's General Stores shares in Q1 2026, an estimated $5.21K.
  • Casey's General Stores made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #486 holding.
  • IEQ Capital first reported a position in Casey's General Stores in Q2 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.