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Integrated Wealth Concepts’s Casey's General Stores CASY Stock Holding History

Integrated Wealth Concepts’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 		$2.99M Buy
4,110
+689
+20% +$449K 0.02% 607
2025
Q4 		$1.89M Sell
3,421
-31
-0.9% -$17.1K 0.02% 552
2025
Q3 		$1.95M Buy
3,452
+859
+33% +$449K 0.02% 683
2025
Q2 		$1.32M Sell
2,593
-365
-12% -$168K 0.01% 784
2025
Q1 		$1.28M Buy
2,958
+366
+14% +$150K 0.02% 721
2024
Q4 		$1.03M Buy
2,592
+866
+50% +$349K 0.01% 798
2024
Q3 		$649K Buy
1,726
+903
+110% +$338K 0.01% 978
2024
Q2 		$314K Buy
823
+111
+16% +$37K ﹤0.01% 1291
2024
Q1 		$227K Buy
+712
New +$208K ﹤0.01% 1466

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

Integrated Wealth Concepts's CASY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Casey's General Stores (CASY) stake by 20% in Q1 2026, buying an estimated $449K and bringing the position to 4,110 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #607.

Integrated Wealth Concepts first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Integrated Wealth Concepts held 4,110 shares of Casey's General Stores worth $2.99M as of Q1 2026.
  • Integrated Wealth Concepts bought 689 Casey's General Stores shares in Q1 2026, an estimated $449K.
  • Casey's General Stores made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #607 holding.
  • Integrated Wealth Concepts first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

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