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

IHT 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
Q1 		$976K Buy
1,340
+5
+0.4% +$3.26K 0.02% 583
2025
Q4 		$738K Buy
1,335
+58
+5% +$31.9K 0.02% 632
2025
Q3 		$722K Sell
1,277
-27
-2% -$14.1K 0.02% 622
2025
Q2 		$665K Sell
1,304
-109
-8% -$50.2K 0.02% 618
2025
Q1 		$613K Buy
1,413
+80
+6% +$32.8K 0.02% 609
2024
Q4 		$528K Sell
1,333
-102
-7% -$41.1K 0.02% 667
2024
Q3 		$540K Sell
1,435
-11
-0.8% -$4.11K 0.02% 705
2024
Q2 		$552K Buy
1,446
+280
+24% +$93.4K 0.02% 609
2024
Q1 		$371K Sell
1,166
-35
-3% -$10.2K 0.01% 724
2023
Q4 		$330K Buy
1,201
+26
+2% +$7.11K 0.01% 735
2023
Q3 		$319K Buy
1,175
+8
+0.7% +$2.03K 0.02% 703
2023
Q2 		$285K Buy
1,167
+11
+1% +$2.49K 0.01% 748
2023
Q1 		$250K Buy
1,156
+98
+9% +$21.4K 0.01% 763
2022
Q4 		$237K Sell
1,058
-14
-1% -$3.19K 0.01% 757
2022
Q3 		$217K Buy
+1,072
New +$222K 0.02% 752
2021
Q2 		– Sell
-996
Closed -$215K – 950
2021
Q1 		$215K Buy
+996
New +$199K 0.02% 743
2018
Q2 		– Sell
-1,375
Closed -$150K – 556
2018
Q1 		$150K Sell
1,375
-44
-3% -$5.09K 0.04% 404
2017
Q4 		$175K Buy
1,419
+838
+144% +$95.8K 0.05% 375
2017
Q3 		$64K Buy
581
+130
+29% +$13.8K 0.03% 455
2017
Q2 		$3 Buy
451
+1
+0.2% +$112 ﹤0.01% 1161
2017
Q1 		$49K Buy
450
+200
+80% +$22.9K 0.03% 422
2016
Q4 		$30K Buy
+250
New +$29.7K 0.02% 512

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

IHT Wealth Management's CASY Position: Q1 2026 in Review

IHT Wealth Management increased its Casey's General Stores (CASY) stake by 0.37% in Q1 2026, buying an estimated $3.26K and bringing the position to 1,340 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #583.

IHT Wealth Management first reported a position in CASY in Q4 2016 and has held it in 22 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • IHT Wealth Management held 1,340 shares of Casey's General Stores worth $976K as of Q1 2026.
  • IHT Wealth Management bought 5 Casey's General Stores shares in Q1 2026, an estimated $3.26K.
  • Casey's General Stores made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #583 holding.
  • IHT Wealth Management first reported a position in Casey's General Stores in Q4 2016 and has held it in 22 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.