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

Marks Group 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 		$5.26M Sell
6,619
-1,740
-21% -$1.4M 0.46% 53
2026
Q1 		$6.08M Sell
8,359
-3,672
-31% -$2.39M 0.59% 65
2025
Q4 		$6.65M Sell
12,031
-2,505
-17% -$1.38M 0.64% 57
2025
Q3 		$8.22M Sell
14,536
-695
-5% -$364K 0.76% 55
2025
Q2 		$7.77M Sell
15,231
-140
-0.9% -$64.5K 0.72% 71
2025
Q1 		$6.67M Buy
15,371
+405
+3% +$166K 0.64% 72
2024
Q4 		$5.93M Buy
14,966
+355
+2% +$143K 0.58% 75
2024
Q3 		$5.49M Buy
+14,611
New +$5.46M 0.52% 77
2021
Q4 		– Sell
-4,029
Closed -$758K – 312
2021
Q3 		$758K Buy
4,029
+127
+3% +$24.9K 0.1% 173
2021
Q2 		$759K Buy
3,902
+51
+1% +$11K 0.1% 154
2021
Q1 		$833K Buy
3,851
+165
+4% +$33K 0.12% 144
2020
Q4 		$658K Buy
3,686
+233
+7% +$42.3K 0.1% 160
2020
Q3 		$613K Buy
3,453
+183
+6% +$30.9K 0.11% 158
2020
Q2 		$453K Buy
3,270
+96
+3% +$14.5K 0.09% 168
2020
Q1 		$411K Buy
3,174
+99
+3% +$16K 0.11% 162
2019
Q4 		$489K Buy
+3,075
New +$509K 0.1% 177

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

Marks Group Wealth Management's CASY Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Casey's General Stores (CASY) stake by 21% in Q2 2026, selling an estimated $1.4M and leaving 6,619 shares worth $5.26M. The position accounts for 0.46% of the portfolio, ranked #53.

Marks Group Wealth Management first reported a position in CASY in Q4 2019 and has held it in 16 quarters since. The position peaked at $8.22M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Marks Group Wealth Management held 6,619 shares of Casey's General Stores worth $5.26M as of Q2 2026.
  • Marks Group Wealth Management sold 1,740 Casey's General Stores shares in Q2 2026, an estimated $1.4M.
  • Casey's General Stores made up 0.46% of Marks Group Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Marks Group Wealth Management first reported a position in Casey's General Stores in Q4 2019 and has held it in 16 quarters since.
  • Marks Group Wealth Management's Casey's General Stores position peaked at $8.22M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.