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LifeWealth Investments’s Casey's General Stores CASY Stock Holding History

LifeWealth Investments’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
-913
Closed -$665K – 138
2026
Q1 		$665K Buy
913
+64
+8% +$41.7K 0.2% 70
2025
Q4 		$469K Sell
849
-867
-51% -$477K 0.15% 92
2025
Q3 		$970K Buy
1,716
+32
+2% +$16.7K 0.15% 96
2025
Q2 		$859K Buy
1,684
+203
+14% +$93.5K 0.15% 99
2025
Q1 		$643K Buy
+1,481
New +$607K 0.14% 105

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

LifeWealth Investments's CASY Position: Q2 2026 in Review

LifeWealth Investments sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 913 shares — an estimated $665K sold.

LifeWealth Investments first reported a position in CASY in Q1 2025 and held it in 5 quarters. The position peaked at $970K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • LifeWealth Investments reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • LifeWealth Investments sold 913 Casey's General Stores shares in Q2 2026, an estimated $665K.
  • LifeWealth Investments first reported a position in Casey's General Stores in Q1 2025 and held it in 5 quarters.
  • LifeWealth Investments's Casey's General Stores position peaked at $970K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.