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

Independent Solutions 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 Q2	$3.7M	Sell	4,655 -261	-5%	-$210K	0.48%	59
2026 Q1	$3.58M	Sell	4,916 -208	-4%	-$135K	0.53%	53
2025 Q4	$2.83M	Sell	5,124 -332	-6%	-$183K	0.52%	66
2025 Q3	$3.08M	Buy	5,456 +139	+3%	+$72.7K	0.55%	59
2025 Q2	$2.71M	Buy	5,317 +135	+3%	+$62.2K	0.53%	61
2025 Q1	$2.25M	Buy	5,182 +142	+3%	+$58.2K	0.5%	65
2024 Q4	$2M	Buy	+5,040	New	+$2.03M	0.44%	74

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Solutions Wealth Management's CASY Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Casey's General Stores (CASY) stake by 5.3% in Q2 2026, selling an estimated $210K and leaving 4,655 shares worth $3.7M. The position accounts for 0.48% of the portfolio, ranked #59.

Independent Solutions Wealth Management first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Independent Solutions Wealth Management held 4,655 shares of Casey's General Stores worth $3.7M as of Q2 2026.
Independent Solutions Wealth Management sold 261 Casey's General Stores shares in Q2 2026, an estimated $210K.
Casey's General Stores made up 0.48% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #59 holding.
Independent Solutions Wealth Management first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.