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

Kingsview 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
2026 Q2	$441K	Sell	554 -69	-11%	-$55.6K	0.01%	1035
2026 Q1	$454K	Buy	623 +27	+5%	+$17.6K	0.01%	933
2025 Q4	$330K	Buy	596 +4	+0.7%	+$2.2K	﹤0.01%	992
2025 Q3	$335K	Sell	592 -12	-2%	-$6.28K	0.01%	926
2025 Q2	$308K	Buy	604 +6	+1%	+$2.77K	0.01%	933
2025 Q1	$260K	Buy	598 +90	+18%	+$36.9K	﹤0.01%	942
2024 Q4	$201K	Buy	+508	New	+$205K	﹤0.01%	1057
2022 Q2	–	Sell	-5,524	Closed	-$1.09M	–	817
2022 Q1	$1.09M	Hold	5,524	–	–	0.05%	363
2021 Q4	$1.09M	Sell	5,524 -200	-3%	-$38.7K	0.05%	369
2021 Q3	$1.08M	Sell	5,724 -93	-2%	-$18.2K	0.05%	351
2021 Q2	$1.14M	Buy	+5,817	New	+$1.25M	0.06%	343

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kingsview Wealth Management's CASY Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Casey's General Stores (CASY) stake by 11% in Q2 2026, selling an estimated $55.6K and leaving 554 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1035.

Kingsview Wealth Management first reported a position in CASY in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2021. 1,079 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Kingsview Wealth Management held 554 shares of Casey's General Stores worth $441K as of Q2 2026.
Kingsview Wealth Management sold 69 Casey's General Stores shares in Q2 2026, an estimated $55.6K.
Casey's General Stores made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1035 holding.
Kingsview Wealth Management first reported a position in Casey's General Stores in Q2 2021 and has held it in 11 quarters since.
Kingsview Wealth Management's Casey's General Stores position peaked at $1.14M in Q2 2021.
1,079 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.