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

Iron Horse 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
2025 Q2	$46.7K	Hold	91	–	–	0.01%	143
2025 Q1	$39.7K	Buy	91 +26	+40%	+$10.7K	0.01%	141
2024 Q4	$25.9K	Hold	65	–	–	0.01%	158
2024 Q3	$24.6K	Hold	65	–	–	0.01%	156
2024 Q2	$25K	Hold	65	–	–	0.01%	147
2024 Q1	$20.8K	Buy	65 +25	+63%	+$7.3K	0.01%	132
2023 Q4	$11K	Hold	40	–	–	﹤0.01%	178
2023 Q3	$10.9K	Buy	40 +30	+300%	+$7.6K	0.01%	171
2023 Q2	$2.44K	Hold	10	–	–	﹤0.01%	211
2023 Q1	$2.17K	Hold	10	–	–	﹤0.01%	244
2022 Q4	$2K	Buy	+10	New	+$2.28K	﹤0.01%	195
2022 Q3	–	Sell	-10	Closed	-$2K	–	160
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	190
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	191
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	172
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	153
2021 Q2	$2K	Buy	+10	New	+$2.15K	﹤0.01%	156

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Horse Wealth Management's CASY Position: Q2 2025 in Review

Iron Horse Wealth Management held its Casey's General Stores (CASY) position steady in Q2 2025 at 91 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #143.

Iron Horse Wealth Management first reported a position in CASY in Q2 2021 and has held it in 16 quarters since. 789 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

Iron Horse Wealth Management held 91 shares of Casey's General Stores worth $46.7K as of Q2 2025.
Iron Horse Wealth Management left its Casey's General Stores share count unchanged in Q2 2025.
Casey's General Stores made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #143 holding.
Iron Horse Wealth Management first reported a position in Casey's General Stores in Q2 2021 and has held it in 16 quarters since.
789 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.