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

Laidlaw 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 		– Sell
-851
Closed -$619K – 62
2026
Q1 		$619K Sell
851
-193
-18% -$126K 2.15% 13
2025
Q4 		$577K Hold
1,044
– – 1.79% 18
2025
Q3 		$590K Sell
1,044
-12
-1% -$6.28K 1.41% 26
2025
Q2 		$539K Sell
1,056
-58
-5% -$26.7K 1.55% 24
2025
Q1 		$484K Buy
1,114
+51
+5% +$20.9K 1.42% 21
2024
Q4 		$421K Buy
1,063
+32
+3% +$12.9K 0.18% 124
2024
Q3 		$387K Buy
1,031
+147
+17% +$55K 0.19% 121
2024
Q2 		$337K Sell
884
-166
-16% -$55.4K 0.19% 123
2024
Q1 		$334K Buy
+1,050
New +$307K 0.19% 126

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 851 shares — an estimated $619K sold.

Laidlaw Wealth Management first reported a position in CASY in Q1 2024 and held it in 9 quarters. The position peaked at $619K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Laidlaw Wealth Management reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • Laidlaw Wealth Management sold 851 Casey's General Stores shares in Q2 2026, an estimated $619K.
  • Laidlaw Wealth Management first reported a position in Casey's General Stores in Q1 2024 and held it in 9 quarters.
  • Laidlaw Wealth Management's Casey's General Stores position peaked at $619K in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.