IWN
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Independent Wealth Network’s Casey's General Stores CASY Stock Holding History

Independent Wealth Network’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 		$1.05M Sell
1,323
-212
-14% -$171K 0.27% 103
2026
Q1 		$1.12M Sell
1,535
-25
-2% -$16.3K 0.33% 82
2025
Q4 		$862K Buy
1,560
+33
+2% +$18.2K 0.26% 100
2025
Q3 		$863K Sell
1,527
-1
-0.1% -$523 0.28% 91
2025
Q2 		$780K Sell
1,528
-37
-2% -$17.1K 0.28% 86
2025
Q1 		$679K Buy
1,565
+21
+1% +$8.61K 0.27% 92
2024
Q4 		$612K Sell
1,544
-22
-1% -$8.87K 0.25% 97
2024
Q3 		$588K Buy
1,566
+11
+0.7% +$4.11K 0.26% 104
2024
Q2 		$593K Buy
1,555
+128
+9% +$42.7K 0.28% 94
2024
Q1 		$454K Sell
1,427
-77
-5% -$22.5K 0.21% 124
2023
Q4 		$413K Sell
1,504
-191
-11% -$52.2K 0.22% 121
2023
Q3 		$460K Sell
1,695
-499
-23% -$126K 0.28% 91
2023
Q2 		$535K Sell
2,194
-10
-0.5% -$2.27K 0.32% 83
2023
Q1 		$477K Buy
2,204
+15
+0.7% +$3.28K 0.31% 78
2022
Q4 		$491K Sell
2,189
-22
-1% -$5.01K 0.34% 68
2022
Q3 		$448K Buy
2,211
+7
+0.3% +$1.45K 0.35% 69
2022
Q2 		$408K Sell
2,204
-10
-0.5% -$2.01K 0.29% 91
2022
Q1 		$439K Sell
2,214
-979
-31% -$184K 0.28% 97
2021
Q4 		$630K Buy
3,193
+1,990
+165% +$385K 0.39% 63
2021
Q3 		$240K Buy
+1,203
New +$236K 0.16% 166

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Independent Wealth Network's CASY Position: Q2 2026 in Review

Independent Wealth Network reduced its Casey's General Stores (CASY) stake by 14% in Q2 2026, selling an estimated $171K and leaving 1,323 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #103.

Independent Wealth Network first reported a position in CASY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q1 2026. 220 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Independent Wealth Network held 1,323 shares of Casey's General Stores worth $1.05M as of Q2 2026.
  • Independent Wealth Network sold 212 Casey's General Stores shares in Q2 2026, an estimated $171K.
  • Casey's General Stores made up 0.27% of Independent Wealth Network's portfolio in Q2 2026, its #103 holding.
  • Independent Wealth Network first reported a position in Casey's General Stores in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Casey's General Stores position peaked at $1.12M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.