Measured Wealth Private Client Group’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$62.8K Sell
79
-7
-8% -$5.64K 0.02% 293
2026
Q1
$62.6K Sell
86
-18
-17% -$11.7K 0.02% 271
2025
Q4
$57.5K Sell
104
-6
-5% -$3.3K 0.02% 295
2025
Q3
$62.2K Buy
+110
New +$57.5K 0.02% 276
2018
Q4
Sell
-490
Closed -$63K 188
2018
Q3
$63K Buy
+490
New +$56.3K 0.04% 298

Other funds holding CASY

Measured Wealth Private Client Group's CASY Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Casey's General Stores (CASY) stake by 8.1% in Q2 2026, selling an estimated $5.64K and leaving 79 shares worth $62.8K. The position accounts for 0.02% of the portfolio, ranked #293.

Measured Wealth Private Client Group first reported a position in CASY in Q3 2018 and has held it in 5 quarters since. The position peaked at $63K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Measured Wealth Private Client Group held 79 shares of Casey's General Stores worth $62.8K as of Q2 2026.
  • Measured Wealth Private Client Group sold 7 Casey's General Stores shares in Q2 2026, an estimated $5.64K.
  • Casey's General Stores made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #293 holding.
  • Measured Wealth Private Client Group first reported a position in Casey's General Stores in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Casey's General Stores position peaked at $63K in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.