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Journey Strategic Wealth’s Casey's General Stores CASY Stock Holding History

Journey Strategic Wealth’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 		$470K Buy
646
+69
+12% +$44.9K 0.01% 362
2025
Q4 		$319K Buy
577
+44
+8% +$24.2K 0.01% 485
2025
Q3 		$301K Hold
533
– – 0.01% 473
2025
Q2 		$272K Sell
533
-5
-0.9% -$2.3K 0.01% 474
2025
Q1 		$234K Buy
538
+10
+2% +$4.1K 0.01% 419
2024
Q4 		$209K Sell
528
-9
-2% -$3.63K 0.01% 460
2024
Q3 		$202K Buy
537
+3
+0.6% +$1.12K 0.01% 474
2024
Q2 		$204K Buy
+534
New +$178K 0.01% 365

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

Journey Strategic Wealth's CASY Position: Q1 2026 in Review

Journey Strategic Wealth increased its Casey's General Stores (CASY) stake by 12% in Q1 2026, buying an estimated $44.9K and bringing the position to 646 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #362.

Journey Strategic Wealth first reported a position in CASY in Q2 2024 and has held it in 8 quarters since. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Journey Strategic Wealth held 646 shares of Casey's General Stores worth $470K as of Q1 2026.
  • Journey Strategic Wealth bought 69 Casey's General Stores shares in Q1 2026, an estimated $44.9K.
  • Casey's General Stores made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #362 holding.
  • Journey Strategic Wealth first reported a position in Casey's General Stores in Q2 2024 and has held it in 8 quarters since.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.