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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
Q3 		$725K Sell
1,191
-132
-10% -$102K 0.18% 150
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% -$17K 0.28% 86
2025
Q1 		$679K Buy
1,565
+21
+1% +$8.61K 0.27% 92
2024
Q4 		$612K Sell
1,544
-22
-1% -$8.86K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Independent Wealth Network's CASY Position: Q3 2026 in Review

Independent Wealth Network reduced its Casey's General Stores (CASY) stake by 10% in Q3 2026, selling an estimated $102K and leaving 1,191 shares worth $725K. The position accounts for 0.18% of the portfolio, ranked #150.

Independent Wealth Network first reported a position in CASY in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2026. 578 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Independent Wealth Network held 1,191 shares of Casey's General Stores worth $725K as of Q3 2026.
  • Independent Wealth Network sold 132 Casey's General Stores shares in Q3 2026, an estimated $102K.
  • Casey's General Stores made up 0.18% of Independent Wealth Network's portfolio in Q3 2026, its #150 holding.
  • Independent Wealth Network first reported a position in Casey's General Stores in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's Casey's General Stores position peaked at $1.12M in Q1 2026.
  • 578 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.